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 | $54,730 | $47,977+14.1% | $154,107-64.5% | $56,287-2.8% |
| Participation rate | 65.7% | 66.2%-0.5pp | 83.0%-17.3pp | 69.9%-4.1pp |
| Annual return | -5.25% | 3.54%-8.8pp | 735.12%-740.4pp | -9.96%+4.7pp |
| Employer contribution / active EE | $1,051 | $2,169-51.5% | $5,298-80.2% | $2,111-50.2% |
| Participant deferral / active EE | $1,498 | $2,392-37.4% | $5,081-70.5% | $3,350-55.3% |
| Admin fee / account holder | $6,363 | $438+1351.9% | $13,411-52.6% | $521+1121.4% |