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 | $94,830 | $84,527+12.2% | $67,711+40.1% | $125,391-24.4% |
| Participation rate | 45.5% | 74.8%-29.3pp | 67.5%-22.1pp | 83.2%-37.7pp |
| Annual return | -1.79% | 2.57%-4.4pp | 25.41%-27.2pp | 282.22%-284.0pp |
| Employer contribution / active EE | $1,797 | $3,292-45.4% | $2,559-29.8% | $4,866-63.1% |
| Participant deferral / active EE | $5,569 | $4,429+25.7% | $3,585+55.3% | $5,352+4.1% |
| Admin fee / account holder | $43,045 | $5,340+706.1% | $4,255+911.7% | $9,540+351.2% |