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 | $27,315 | $82,664-67.0% | $125,339-78.2% | $68,494-60.1% |
| Participation rate | 65.1% | 75.0%-9.9pp | 82.4%-17.3pp | 67.9%-2.8pp |
| Annual return | -15.34% | -5.97%-9.4pp | 572.05%-587.4pp | -7.84%-7.5pp |
| Employer contribution / active EE | $2,317 | $3,381-31.5% | $4,814-51.9% | $2,596-10.7% |
| Participant deferral / active EE | $2,783 | $6,110-54.5% | $7,446-62.6% | $4,027-30.9% |
| Admin fee / account holder | $2,122 | $6,275-66.2% | $10,010-78.8% | $5,403-60.7% |