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 | $70,814 | $82,664-14.3% | $125,339-43.5% | $68,494+3.4% |
| Participation rate | 59.1% | 75.0%-16.0pp | 82.4%-23.3pp | 67.9%-8.8pp |
| Annual return | -18.78% | -5.97%-12.8pp | 572.05%-590.8pp | -7.84%-10.9pp |
| Employer contribution / active EE | $2,361 | $3,381-30.2% | $4,814-50.9% | $2,596-9.1% |
| Participant deferral / active EE | $5,638 | $6,110-7.7% | $7,446-24.3% | $4,027+40.0% |
| Admin fee / account holder | $25,430 | $6,275+305.2% | $10,010+154.1% | $5,403+370.7% |