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 | $75,123 | $57,354+31.0% | $83,848-10.4% | $64,186+17.0% |
| Participation rate | 53.3% | 68.6%-15.3pp | 76.1%-22.8pp | 69.6%-16.2pp |
| Annual return | -4.01% | 11.38%-15.4pp | 850.88%-854.9pp | 7.63%-11.6pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,472 | $2,993-17.4% | $4,082-39.4% | $3,470-28.7% |
| Admin fee / account holder | $2,799 | $4,046-30.8% | $5,478-48.9% | $4,888-42.7% |