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 | $87,782 | $97,757-10.2% | $83,848+4.7% | $135,375-35.2% |
| Participation rate | 41.2% | 80.0%-38.8pp | 76.1%-35.0pp | 82.6%-41.5pp |
| Annual return | -7.26% | 1287.37%-1294.6pp | 850.88%-858.1pp | 519.73%-527.0pp |
| Employer contribution / active EE | $749 | $4,222-82.2% | $3,631-79.4% | $4,779-84.3% |
| Participant deferral / active EE | $2,265 | $4,682-51.6% | $4,082-44.5% | $5,609-59.6% |
| Admin fee / account holder | $5,401 | $6,674-19.1% | $5,478-1.4% | $10,827-50.1% |