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 | $92,094 | $55,449+66.1% | $83,848+9.8% | $56,287+63.6% |
| Participation rate | 64.0% | 68.0%-4.0pp | 76.1%-12.1pp | 69.9%-5.9pp |
| Annual return | 0.83% | -1.38%+2.2pp | 850.88%-850.0pp | -9.96%+10.8pp |
| Employer contribution / active EE | $1,839 | $2,430-24.3% | $3,631-49.4% | $2,111-12.9% |
| Participant deferral / active EE | $3,125 | $2,935+6.5% | $4,082-23.4% | $3,350-6.7% |
| Admin fee / account holder | $1,223 | $656+86.4% | $5,478-77.7% | $521+134.8% |