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 | $101,867 | $95,862+6.3% | $79,550+28.1% | $134,475-24.2% |
| Participation rate | 68.8% | 75.0%-6.3pp | 69.5%-0.7pp | 81.2%-12.5pp |
| Annual return | 6.74% | -2.69%+9.4pp | 0.16%+6.6pp | 417.96%-411.2pp |
| Employer contribution / active EE | $1,105 | $3,128-64.7% | $2,413-54.2% | $4,740-76.7% |
| Participant deferral / active EE | $2,021 | $4,693-56.9% | $3,985-49.3% | $6,400-68.4% |
| Admin fee / account holder | $97,291 | $9,126+966.1% | $6,832+1324.0% | $11,426+751.5% |