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 | $59,829 | $52,836+13.2% | $105,738-43.4% | $64,186-6.8% |
| Participation rate | 64.7% | 66.5%-1.8pp | 76.3%-11.6pp | 69.6%-4.9pp |
| Annual return | -7.27% | 14.30%-21.6pp | 6.27%-13.5pp | 7.63%-14.9pp |
| Employer contribution / active EE | $1,504 | $1,827-17.7% | $3,268-54.0% | $2,381-36.8% |
| Participant deferral / active EE | $2,197 | $2,545-13.7% | $4,080-46.1% | $3,470-36.7% |
| Admin fee / account holder | $6,307 | $3,959+59.3% | $6,913-8.8% | $4,888+29.0% |