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 | $109,481 | $133,958-18.3% | $112,228-2.4% | $134,475-18.6% |
| Participation rate | 57.1% | 78.6%-21.4pp | 75.1%-17.9pp | 81.2%-24.1pp |
| Annual return | -12.02% | 47.11%-59.1pp | 27.45%-39.5pp | 417.96%-430.0pp |
| Employer contribution / active EE | $1,126 | $4,038-72.1% | $3,635-69.0% | $4,740-76.3% |
| Participant deferral / active EE | $4,502 | $5,291-14.9% | $4,728-4.8% | $6,400-29.6% |
| Admin fee / account holder | $39,215 | $7,489+423.7% | $6,410+511.8% | $11,426+243.2% |