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 | $59,392 | $69,010-13.9% | $159,960-62.9% | $68,494-13.3% |
| Participation rate | 55.6% | 65.4%-9.9pp | 78.0%-22.4pp | 67.9%-12.3pp |
| Annual return | -13.46% | -9.65%-3.8pp | 408.60%-422.1pp | -7.84%-5.6pp |
| Employer contribution / active EE | $1,478 | $2,213-33.2% | $4,226-65.0% | $2,596-43.1% |
| Participant deferral / active EE | $4,685 | $4,212+11.2% | $6,182-24.2% | $4,027+16.3% |
| Admin fee / account holder | $3,537 | $4,798-26.3% | $8,698-59.3% | $5,403-34.5% |