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 | $69,024 | $106,543-35.2% | $91,220-24.3% | $134,475-48.7% |
| Participation rate | 66.7% | 76.8%-10.1pp | 73.2%-6.5pp | 81.2%-14.6pp |
| Annual return | -18.00% | 160.60%-178.6pp | 114.01%-132.0pp | 417.96%-436.0pp |
| Employer contribution / active EE | $1,247 | $3,331-62.6% | $2,850-56.3% | $4,740-73.7% |
| Participant deferral / active EE | $2,568 | $4,719-45.6% | $4,234-39.4% | $6,400-59.9% |
| Admin fee / account holder | $448 | $6,231-92.8% | $5,420-91.7% | $11,426-96.1% |