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 | $119,644 | $76,000+57.4% | $154,107-22.4% | $64,186+86.4% |
| Participation rate | 54.5% | 70.4%-15.9pp | 83.0%-28.5pp | 69.6%-15.0pp |
| Annual return | -6.21% | 30.32%-36.5pp | 735.12%-741.3pp | 7.63%-13.8pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,548 | $3,175-19.7% | $5,081-49.8% | $3,470-26.6% |
| Admin fee / account holder | $608 | $5,596-89.1% | $13,411-95.5% | $4,888-87.6% |