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 | $60,910 | $49,177+23.9% | $79,464-23.3% | $64,186-5.1% |
| Participation rate | 66.0% | 65.0%+1.0pp | 73.3%-7.3pp | 69.6%-3.6pp |
| Annual return | -7.67% | -1.16%-6.5pp | 718.14%-725.8pp | 7.63%-15.3pp |
| Employer contribution / active EE | $1,330 | $2,076-35.9% | $2,800-52.5% | $2,381-44.1% |
| Participant deferral / active EE | $2,775 | $2,821-1.7% | $3,704-25.1% | $3,470-20.0% |
| Admin fee / account holder | $2,869 | $3,839-25.3% | $5,113-43.9% | $4,888-41.3% |