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 | $127,391 | $158,817-19.8% | $121,196+5.1% | $135,375-5.9% |
| Participation rate | 57.1% | 79.3%-22.2pp | 71.7%-14.6pp | 82.6%-25.5pp |
| Annual return | -5.39% | -0.64%-4.8pp | 16.93%-22.3pp | 519.73%-525.1pp |
| Employer contribution / active EE | $2,141 | $5,665-62.2% | $4,022-46.8% | $4,779-55.2% |
| Participant deferral / active EE | $2,629 | $4,005-34.4% | $3,344-21.4% | $5,609-53.1% |
| Admin fee / account holder | $24,446 | $6,512+275.4% | $5,019+387.0% | $10,827+125.8% |