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 | $55,383 | $142,344-61.1% | $119,609-53.7% | $134,475-58.8% |
| Participation rate | 66.7% | 82.8%-16.1pp | 79.3%-12.6pp | 81.2%-14.6pp |
| Annual return | -15.71% | -12.44%-3.3pp | -14.97%-0.7pp | 417.96%-433.7pp |
| Employer contribution / active EE | $1,215 | $5,222-76.7% | $4,232-71.3% | $4,740-74.4% |
| Participant deferral / active EE | $3,047 | $6,469-52.9% | $5,602-45.6% | $6,400-52.4% |
| Admin fee / account holder | $4,928 | $13,584-63.7% | $10,323-52.3% | $11,426-56.9% |