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 | $58,454 | $45,863+27.5% | $77,024-24.1% | $68,494-14.7% |
| Participation rate | 63.3% | 55.9%+7.4pp | 67.9%-4.6pp | 67.9%-4.6pp |
| Annual return | -16.61% | 1.72%-18.3pp | 42.32%-58.9pp | -7.84%-8.8pp |
| Employer contribution / active EE | $2,445 | $1,650+48.2% | $2,812-13.1% | $2,596-5.8% |
| Participant deferral / active EE | $3,305 | $2,962+11.6% | $4,426-25.3% | $4,027-17.9% |
| Admin fee / account holder | $3,309 | $3,041+8.8% | $5,425-39.0% | $5,403-38.8% |