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 | $117,227 | $73,867+58.7% | $143,757-18.5% | $68,494+71.1% |
| Participation rate | 67.9% | 66.7%+1.2pp | 80.3%-12.4pp | 67.9%0pp |
| Annual return | -16.22% | 1.01%-17.2pp | -0.04%-16.2pp | -7.84%-8.4pp |
| Employer contribution / active EE | $3,581 | $3,184+12.5% | $4,951-27.7% | $2,596+37.9% |
| Participant deferral / active EE | $6,858 | $3,384+102.6% | $5,637+21.7% | $4,027+70.3% |
| Admin fee / account holder | $20,198 | $5,755+251.0% | $14,673+37.7% | $5,403+273.8% |