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 | $74,515 | $67,331+10.7% | $60,874+22.4% | $134,475-44.6% |
| Participation rate | 56.3% | 76.2%-19.9pp | 73.1%-16.9pp | 81.2%-25.0pp |
| Annual return | -16.17% | 49.93%-66.1pp | 16.90%-33.1pp | 417.96%-434.1pp |
| Employer contribution / active EE | $2,208 | $3,096-28.7% | $2,701-18.3% | $4,740-53.4% |
| Participant deferral / active EE | $3,329 | $4,538-26.7% | $3,817-12.8% | $6,400-48.0% |
| Admin fee / account holder | $1,989 | $4,582-56.6% | $3,224-38.3% | $11,426-82.6% |