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 | $73,691 | $57,354+28.5% | $83,848-12.1% | $64,186+14.8% |
| Participation rate | 58.1% | 68.6%-10.5pp | 76.1%-18.1pp | 69.6%-11.5pp |
| Annual return | -2.66% | 11.38%-14.0pp | 850.88%-853.5pp | 7.63%-10.3pp |
| Employer contribution / active EE | $930 | $2,545-63.5% | $3,631-74.4% | $2,381-60.9% |
| Participant deferral / active EE | $3,534 | $2,993+18.1% | $4,082-13.4% | $3,470+1.9% |
| Admin fee / account holder | $2,938 | $4,046-27.4% | $5,478-46.4% | $4,888-39.9% |