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 | $68,349 | $59,150+15.6% | $60,547+12.9% | - |
| Participation rate | 51.5% | 47.9%+3.6pp | 68.0%-16.4pp | - |
| Annual return | -2.09% | -0.08%-2.0pp | 335.64%-337.7pp | - |
| Employer contribution / active EE | $477 | $732-34.8% | $2,419-80.3% | - |
| Participant deferral / active EE | $3,000 | $1,539+95.0% | $3,328-9.9% | - |
| Admin fee / account holder | $10,743 | $1,787+501.2% | $4,536+136.8% | - |