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 | $48,533 | $49,280-1.5% | $67,313-27.9% | $64,186-24.4% |
| Participation rate | 64.3% | 60.8%+3.5pp | 69.1%-4.8pp | 69.6%-5.3pp |
| Annual return | 12.36% | -1.39%+13.8pp | -4.08%+16.4pp | 7.63%+4.7pp |
| Employer contribution / active EE | $1,365 | $1,668-18.2% | $2,566-46.8% | $2,381-42.7% |
| Participant deferral / active EE | $3,353 | $2,484+35.0% | $3,568-6.0% | $3,470-3.4% |
| Admin fee / account holder | $474 | $3,863-87.7% | $4,507-89.5% | $4,888-90.3% |