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 | $92,535 | $67,411+37.3% | $91,001+1.7% | $70,131+31.9% |
| Participation rate | 63.0% | 71.4%-8.4pp | 75.6%-12.6pp | 69.5%-6.5pp |
| Annual return | 14.79% | -40.16%+55.0pp | 4.60%+10.2pp | 73.14%-58.3pp |
| Employer contribution / active EE | $1,444 | $1,786-19.2% | $2,456-41.2% | $2,342-38.4% |
| Participant deferral / active EE | $2,554 | $2,823-9.5% | $3,547-28.0% | $3,332-23.3% |
| Admin fee / account holder | $20,755 | $4,236+389.9% | $5,417+283.1% | $4,645+346.8% |