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 | $72,194 | $57,354+25.9% | $83,848-13.9% | $64,186+12.5% |
| Participation rate | 52.1% | 68.6%-16.6pp | 76.1%-24.1pp | 69.6%-17.5pp |
| Annual return | -2.95% | 11.38%-14.3pp | 850.88%-853.8pp | 7.63%-10.6pp |
| Employer contribution / active EE | $1,077 | $2,545-57.7% | $3,631-70.3% | $2,381-54.8% |
| Participant deferral / active EE | $2,907 | $2,993-2.9% | $4,082-28.8% | $3,470-16.2% |
| Admin fee / account holder | $552 | $4,046-86.4% | $5,478-89.9% | $4,888-88.7% |