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 | $90,341 | $57,354+57.5% | $83,848+7.7% | $64,186+40.7% |
| Participation rate | 46.3% | 68.6%-22.4pp | 76.1%-29.9pp | 69.6%-23.3pp |
| Annual return | -4.70% | 11.38%-16.1pp | 850.88%-855.6pp | 7.63%-12.3pp |
| Employer contribution / active EE | $1,751 | $2,545-31.2% | $3,631-51.8% | $2,381-26.4% |
| Participant deferral / active EE | $4,308 | $2,993+43.9% | $4,082+5.5% | $3,470+24.2% |
| Admin fee / account holder | $3,801 | $4,046-6.0% | $5,478-30.6% | $4,888-22.2% |