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 | $66,793 | $48,265+38.4% | $68,791-2.9% | $68,494-2.5% |
| Participation rate | 51.4% | 60.7%-9.2pp | 69.0%-17.6pp | 67.9%-16.5pp |
| Annual return | -15.52% | -12.71%-2.8pp | -6.38%-9.1pp | -7.84%-7.7pp |
| Employer contribution / active EE | $364 | $1,829-80.1% | $2,655-86.3% | $2,596-86.0% |
| Participant deferral / active EE | $3,195 | $2,867+11.5% | $3,941-18.9% | $4,027-20.7% |
| Admin fee / account holder | $3,147 | $4,355-27.7% | $4,932-36.2% | $5,403-41.8% |