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 | $75,640 | $73,867+2.4% | $143,757-47.4% | $68,494+10.4% |
| Participation rate | 68.7% | 66.7%+2.0pp | 80.3%-11.6pp | 67.9%+0.8pp |
| Annual return | -14.19% | 1.01%-15.2pp | -0.04%-14.1pp | -7.84%-6.3pp |
| Employer contribution / active EE | $406 | $3,184-87.2% | $4,951-91.8% | $2,596-84.4% |
| Participant deferral / active EE | $3,891 | $3,384+15.0% | $5,637-31.0% | $4,027-3.4% |
| Admin fee / account holder | $9,285 | $5,755+61.3% | $14,673-36.7% | $5,403+71.9% |