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 | $60,753 | $46,674+30.2% | $117,472-48.3% | $68,494-11.3% |
| Participation rate | 35.1% | 56.8%-21.6pp | 70.6%-35.5pp | 67.9%-32.8pp |
| Annual return | -16.84% | -14.52%-2.3pp | 29.74%-46.6pp | -7.84%-9.0pp |
| Employer contribution / active EE | $1,308 | $1,505-13.1% | $4,176-68.7% | $2,596-49.6% |
| Participant deferral / active EE | $2,586 | $2,636-1.9% | $4,070-36.5% | $4,027-35.8% |
| Admin fee / account holder | $3,802 | $4,020-5.4% | $5,645-32.6% | $5,403-29.6% |