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 | $54,152 | $82,664-34.5% | $125,339-56.8% | $68,494-20.9% |
| Participation rate | 69.7% | 75.0%-5.4pp | 82.4%-12.7pp | 67.9%+1.8pp |
| Annual return | -17.37% | -5.97%-11.4pp | 572.05%-589.4pp | -7.84%-9.5pp |
| Employer contribution / active EE | $2,294 | $3,381-32.1% | $4,814-52.3% | $2,596-11.6% |
| Participant deferral / active EE | $4,909 | $6,110-19.7% | $7,446-34.1% | $4,027+21.9% |
| Admin fee / account holder | $2,067 | $6,275-67.1% | $10,010-79.4% | $5,403-61.7% |