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 | $64,953 | $72,404-10.3% | $110,238-41.1% | $64,186+1.2% |
| Participation rate | 56.0% | 73.3%-17.3pp | 79.8%-23.8pp | 69.6%-13.6pp |
| Annual return | -5.48% | -6.29%+0.8pp | 314.74%-320.2pp | 7.63%-13.1pp |
| Employer contribution / active EE | $1,440 | $2,282-36.9% | $3,826-62.4% | $2,381-39.5% |
| Participant deferral / active EE | $2,519 | $3,469-27.4% | $4,672-46.1% | $3,470-27.4% |
| Admin fee / account holder | $720 | $5,664-87.3% | $8,547-91.6% | $4,888-85.3% |