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 | $80,892 | $81,900-1.2% | $119,609-32.4% | $68,494+18.1% |
| Participation rate | 64.8% | 71.9%-7.1pp | 79.3%-14.4pp | 67.9%-3.1pp |
| Annual return | -13.02% | -23.82%+10.8pp | -14.97%+2.0pp | -7.84%-5.2pp |
| Employer contribution / active EE | $4,759 | $2,693+76.7% | $4,232+12.5% | $2,596+83.3% |
| Participant deferral / active EE | $4,035 | $4,148-2.7% | $5,602-28.0% | $4,027+0.2% |
| Admin fee / account holder | $3,812 | $6,582-42.1% | $10,323-63.1% | $5,403-29.4% |