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 | $97,434 | $129,942-25.0% | $104,294-6.6% | $134,475-27.5% |
| Participation rate | 30.8% | 79.5%-48.8pp | 73.3%-42.5pp | 81.2%-50.5pp |
| Annual return | -18.15% | 42.03%-60.2pp | 24.61%-42.8pp | 417.96%-436.1pp |
| Employer contribution / active EE | $750 | $4,184-82.1% | $3,372-77.8% | $4,740-84.2% |
| Participant deferral / active EE | $4,559 | $5,588-18.4% | $4,625-1.4% | $6,400-28.8% |
| Admin fee / account holder | $1,682 | $9,323-82.0% | $7,339-77.1% | $11,426-85.3% |