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 | $81,579 | $93,024-12.3% | $77,024+5.9% | $134,475-39.3% |
| Participation rate | 50.0% | 74.5%-24.5pp | 67.9%-17.9pp | 81.2%-31.2pp |
| Annual return | -15.71% | 62.60%-78.3pp | 42.32%-58.0pp | 417.96%-433.7pp |
| Employer contribution / active EE | $2,165 | $3,418-36.6% | $2,812-23.0% | $4,740-54.3% |
| Participant deferral / active EE | $5,958 | $5,238+13.8% | $4,426+34.6% | $6,400-6.9% |
| Admin fee / account holder | $892 | $6,944-87.2% | $5,425-83.6% | $11,426-92.2% |