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 | $41,810 | $82,664-49.4% | $125,339-66.6% | $68,494-39.0% |
| Participation rate | 67.4% | 75.0%-7.6pp | 82.4%-14.9pp | 67.9%-0.4pp |
| Annual return | -18.42% | -5.97%-12.5pp | 572.05%-590.5pp | -7.84%-10.6pp |
| Employer contribution / active EE | $2,549 | $3,381-24.6% | $4,814-47.1% | $2,596-1.8% |
| Participant deferral / active EE | $6,417 | $6,110+5.0% | $7,446-13.8% | $4,027+59.3% |
| Admin fee / account holder | $11,225 | $6,275+78.9% | $10,010+12.1% | $5,403+107.8% |