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 7-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 | $78,759 | $45,863+71.7% | $77,024+2.3% | $68,494+15.0% |
| Participation rate | 67.3% | 55.9%+11.4pp | 67.9%-0.6pp | 67.9%-0.5pp |
| Annual return | -14.49% | 1.72%-16.2pp | 42.32%-56.8pp | -7.84%-6.6pp |
| Employer contribution / active EE | $1,141 | $1,650-30.8% | $2,812-59.4% | $2,596-56.0% |
| Participant deferral / active EE | $5,536 | $2,962+86.9% | $4,426+25.1% | $4,027+37.5% |
| Admin fee / account holder | $10,191 | $3,041+235.2% | $5,425+87.8% | $5,403+88.6% |