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 | $123,326 | $142,344-13.4% | $119,609+3.1% | $134,475-8.3% |
| Participation rate | 69.2% | 82.8%-13.6pp | 79.3%-10.0pp | 81.2%-12.0pp |
| Annual return | -14.07% | -12.44%-1.6pp | -14.97%+0.9pp | 417.96%-432.0pp |
| Employer contribution / active EE | $3,905 | $5,222-25.2% | $4,232-7.7% | $4,740-17.6% |
| Participant deferral / active EE | $9,159 | $6,469+41.6% | $5,602+63.5% | $6,400+43.1% |
| Admin fee / account holder | $4,662 | $13,584-65.7% | $10,323-54.8% | $11,426-59.2% |