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 | $76,872 | $87,540-12.2% | $75,781+1.4% | $125,391-38.7% |
| Participation rate | 61.5% | 80.2%-18.6pp | 75.8%-14.3pp | 83.2%-21.7pp |
| Annual return | -0.08% | 13.48%-13.6pp | 9.68%-9.8pp | 282.22%-282.3pp |
| Employer contribution / active EE | $1,000 | $3,930-74.6% | $3,323-69.9% | $4,866-79.5% |
| Participant deferral / active EE | $4,724 | $4,229+11.7% | $3,651+29.4% | $5,352-11.7% |
| Admin fee / account holder | $623 | $6,502-90.4% | $5,299-88.3% | $9,540-93.5% |