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 | $85,822 | $59,805+43.5% | $79,550+7.9% | $68,494+25.3% |
| Participation rate | 52.8% | 61.1%-8.2pp | 69.5%-16.7pp | 67.9%-15.1pp |
| Annual return | -14.38% | -12.30%-2.1pp | 0.16%-14.5pp | -7.84%-6.5pp |
| Employer contribution / active EE | $2,410 | $1,505+60.1% | $2,413-0.1% | $2,596-7.2% |
| Participant deferral / active EE | $4,638 | $3,024+53.3% | $3,985+16.4% | $4,027+15.2% |
| Admin fee / account holder | $4,359 | $4,835-9.8% | $6,832-36.2% | $5,403-19.3% |