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 | $77,297 | $71,883+7.5% | $86,677-10.8% | $68,494+12.9% |
| Participation rate | 55.0% | 72.2%-17.2pp | 76.6%-21.6pp | 67.9%-12.9pp |
| Annual return | -15.36% | 3.52%-18.9pp | 35.91%-51.3pp | -7.84%-7.5pp |
| Employer contribution / active EE | $691 | $2,173-68.2% | $2,836-75.6% | $2,596-73.4% |
| Participant deferral / active EE | $2,464 | $3,779-34.8% | $4,656-47.1% | $4,027-38.8% |
| Admin fee / account holder | $17,654 | $6,112+188.9% | $7,493+135.6% | $5,403+226.8% |