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 | $91,547 | $167,307-45.3% | $143,757-36.3% | $134,475-31.9% |
| Participation rate | 65.0% | 84.8%-19.8pp | 80.3%-15.3pp | 81.2%-16.2pp |
| Annual return | -13.17% | 0.46%-13.6pp | -0.04%-13.1pp | 417.96%-431.1pp |
| Employer contribution / active EE | $2,038 | $5,619-63.7% | $4,951-58.8% | $4,740-57.0% |
| Participant deferral / active EE | $7,716 | $6,446+19.7% | $5,637+36.9% | $6,400+20.6% |
| Admin fee / account holder | $63,842 | $18,088+252.9% | $14,673+335.1% | $11,426+458.7% |