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 | $108,182 | $64,707+67.2% | $112,228-3.6% | $68,494+57.9% |
| Participation rate | 67.6% | 67.2%+0.4pp | 75.1%-7.5pp | 67.9%-0.3pp |
| Annual return | -18.57% | -11.40%-7.2pp | 27.45%-46.0pp | -7.84%-10.7pp |
| Employer contribution / active EE | $2,616 | $2,746-4.7% | $3,635-28.0% | $2,596+0.8% |
| Participant deferral / active EE | $7,963 | $3,565+123.4% | $4,728+68.4% | $4,027+97.7% |
| Admin fee / account holder | $7,321 | $5,232+39.9% | $6,410+14.2% | $5,403+35.5% |