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 | $90,225 | $45,863+96.7% | $77,024+17.1% | $68,494+31.7% |
| Participation rate | 66.7% | 55.9%+10.8pp | 67.9%-1.2pp | 67.9%-1.2pp |
| Annual return | -18.54% | 1.72%-20.3pp | 42.32%-60.9pp | -7.84%-10.7pp |
| Employer contribution / active EE | $1,969 | $1,650+19.3% | $2,812-30.0% | $2,596-24.2% |
| Participant deferral / active EE | $4,753 | $2,962+60.5% | $4,426+7.4% | $4,027+18.0% |
| Admin fee / account holder | $5,571 | $3,041+83.2% | $5,425+2.7% | $5,403+3.1% |