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 | $89,021 | $92,222-3.5% | $76,768+16.0% | $135,375-34.2% |
| Participation rate | 61.5% | 79.8%-18.2pp | 77.0%-15.4pp | 82.6%-21.1pp |
| Annual return | -2.82% | 5.46%-8.3pp | 2.43%-5.3pp | 519.73%-522.6pp |
| Employer contribution / active EE | $1,716 | $3,216-46.6% | $2,485-31.0% | $4,779-64.1% |
| Participant deferral / active EE | $4,816 | $4,509+6.8% | $3,852+25.0% | $5,609-14.1% |
| Admin fee / account holder | $10,996 | $10,748+2.3% | $6,675+64.7% | $10,827+1.6% |