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 | $59,306 | $57,354+3.4% | $83,848-29.3% | $64,186-7.6% |
| Participation rate | 46.7% | 68.6%-21.9pp | 76.1%-29.5pp | 69.6%-22.9pp |
| Annual return | -6.64% | 11.38%-18.0pp | 850.88%-857.5pp | 7.63%-14.3pp |
| Employer contribution / active EE | $953 | $2,545-62.5% | $3,631-73.7% | $2,381-60.0% |
| Participant deferral / active EE | $2,657 | $2,993-11.2% | $4,082-34.9% | $3,470-23.4% |
| Admin fee / account holder | $12,158 | $4,046+200.5% | $5,478+121.9% | $4,888+148.7% |