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 | $91,091 | $73,867+23.3% | $143,757-36.6% | $68,494+33.0% |
| Participation rate | 42.9% | 66.7%-23.8pp | 80.3%-37.4pp | 67.9%-25.0pp |
| Annual return | -9.59% | 1.01%-10.6pp | -0.04%-9.6pp | -7.84%-1.7pp |
| Employer contribution / active EE | $1,803 | $3,184-43.4% | $4,951-63.6% | $2,596-30.6% |
| Participant deferral / active EE | $4,496 | $3,384+32.8% | $5,637-20.2% | $4,027+11.6% |
| Admin fee / account holder | $77,599 | $5,755+1248.5% | $14,673+428.9% | $5,403+1336.3% |