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 5-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 | $72,916 | $69,010+5.7% | $159,960-54.4% | $68,494+6.5% |
| Participation rate | 62.8% | 65.4%-2.6pp | 78.0%-15.2pp | 67.9%-5.1pp |
| Annual return | -4.06% | -9.65%+5.6pp | 408.60%-412.7pp | -7.84%+3.8pp |
| Employer contribution / active EE | $3,118 | $2,213+40.9% | $4,226-26.2% | $2,596+20.1% |
| Participant deferral / active EE | $5,107 | $4,212+21.3% | $6,182-17.4% | $4,027+26.8% |
| Admin fee / account holder | $3,983 | $4,798-17.0% | $8,698-54.2% | $5,403-26.3% |