See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,987 | $81,900+2.5% | $119,609-29.8% | $68,494+22.6% |
| Participation rate | 69.0% | 71.9%-2.8pp | 79.3%-10.2pp | 67.9%+1.2pp |
| Annual return | -13.20% | -23.82%+10.6pp | -14.97%+1.8pp | -7.84%-5.4pp |
| Employer contribution / active EE | $1,006 | $2,693-62.7% | $4,232-76.2% | $2,596-61.3% |
| Participant deferral / active EE | $4,110 | $4,148-0.9% | $5,602-26.6% | $4,027+2.1% |
| Admin fee / account holder | $21,437 | $6,582+225.7% | $10,323+107.7% | $5,403+296.8% |