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 | $93,678 | $61,660+51.9% | $80,019+17.1% | $64,186+45.9% |
| Participation rate | 62.2% | 71.7%-9.5pp | 75.8%-13.7pp | 69.6%-7.4pp |
| Annual return | -5.49% | -0.33%-5.2pp | 11.22%-16.7pp | 7.63%-13.1pp |
| Employer contribution / active EE | $1,846 | $1,810+2.0% | $2,468-25.2% | $2,381-22.5% |
| Participant deferral / active EE | $3,205 | $2,968+8.0% | $3,686-13.0% | $3,470-7.6% |
| Admin fee / account holder | $2,794 | $5,417-48.4% | $6,521-57.2% | $4,888-42.8% |