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 | $61,595 | $71,050-13.3% | $93,606-34.2% | $80,856-23.8% |
| Participation rate | 65.7% | 60.4%+5.3pp | 68.7%-3.0pp | 67.6%-1.9pp |
| Annual return | 11.56% | 11.26%+0.3pp | 133.20%-121.6pp | 35.59%-24.0pp |
| Employer contribution / active EE | $989 | $1,564-36.7% | $2,420-59.1% | $2,755-64.1% |
| Participant deferral / active EE | $3,234 | $4,034-19.8% | $4,411-26.7% | $4,296-24.7% |
| Admin fee / account holder | $42,063 | $6,945+505.7% | $8,285+407.7% | $6,918+508.0% |