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 | $89,740 | $56,357+59.2% | $104,294-14.0% | $68,494+31.0% |
| Participation rate | 64.3% | 63.3%+1.0pp | 73.3%-9.0pp | 67.9%-3.6pp |
| Annual return | -11.87% | -9.19%-2.7pp | 24.61%-36.5pp | -7.84%-4.0pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $3,372-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,698 | $3,077-12.3% | $4,625-41.7% | $4,027-33.0% |
| Admin fee / account holder | $772 | $4,903-84.2% | $7,339-89.5% | $5,403-85.7% |