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 | $94,531 | $64,707+46.1% | $112,228-15.8% | $68,494+38.0% |
| Participation rate | 61.8% | 67.2%-5.4pp | 75.1%-13.3pp | 67.9%-6.1pp |
| Annual return | -14.64% | -11.40%-3.2pp | 27.45%-42.1pp | -7.84%-6.8pp |
| Employer contribution / active EE | $1,553 | $2,746-43.4% | $3,635-57.3% | $2,596-40.2% |
| Participant deferral / active EE | $4,840 | $3,565+35.8% | $4,728+2.4% | $4,027+20.2% |
| Admin fee / account holder | $9,284 | $5,232+77.4% | $6,410+44.8% | $5,403+71.8% |