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 | $46,711 | $25,979+79.8% | $71,735-34.9% | $68,494-31.8% |
| Participation rate | 25.5% | 54.5%-29.0pp | 62.3%-36.8pp | 67.9%-42.4pp |
| Annual return | -16.98% | -15.10%-1.9pp | 9.14%-26.1pp | -7.84%-9.1pp |
| Employer contribution / active EE | $533 | $900-40.8% | $1,704-68.7% | $2,596-79.5% |
| Participant deferral / active EE | $1,626 | $1,522+6.8% | $2,658-38.8% | $4,027-59.6% |
| Admin fee / account holder | $3,557 | $2,022+75.9% | $3,974-10.5% | $5,403-34.2% |