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 | $94,958 | $92,222+3.0% | $76,768+23.7% | $135,375-29.9% |
| Participation rate | 60.9% | 79.8%-18.9pp | 77.0%-16.1pp | 82.6%-21.8pp |
| Annual return | -6.11% | 5.46%-11.6pp | 2.43%-8.5pp | 519.73%-525.8pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,949 | $4,509-34.6% | $3,852-23.4% | $5,609-47.4% |
| Admin fee / account holder | $431 | $10,748-96.0% | $6,675-93.5% | $10,827-96.0% |