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 | $95,267 | $113,935-16.4% | $94,224+1.1% | $125,391-24.0% |
| Participation rate | 54.5% | 82.9%-28.3pp | 78.8%-24.2pp | 83.2%-28.6pp |
| Annual return | 0.85% | 5.29%-4.4pp | 10.68%-9.8pp | 282.22%-281.4pp |
| Employer contribution / active EE | $899 | $4,727-81.0% | $3,587-74.9% | $4,866-81.5% |
| Participant deferral / active EE | $4,496 | $5,179-13.2% | $4,320+4.1% | $5,352-16.0% |
| Admin fee / account holder | $655 | $8,391-92.2% | $6,269-89.5% | $9,540-93.1% |