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 | $74,905 | $82,286-9.0% | $68,791+8.9% | $134,475-44.3% |
| Participation rate | 57.1% | 75.1%-17.9pp | 69.0%-11.9pp | 81.2%-24.1pp |
| Annual return | -12.40% | -2.19%-10.2pp | -6.38%-6.0pp | 417.96%-430.4pp |
| Employer contribution / active EE | $1,211 | $3,301-63.3% | $2,655-54.4% | $4,740-74.4% |
| Participant deferral / active EE | $3,363 | $4,739-29.0% | $3,941-14.7% | $6,400-47.5% |
| Admin fee / account holder | $13,274 | $6,481+104.8% | $4,932+169.1% | $11,426+16.2% |