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 | $25,885 | $105,860-75.5% | $90,749-71.5% | $134,475-80.8% |
| Participation rate | 68.8% | 78.2%-9.5pp | 75.7%-6.9pp | 81.2%-12.5pp |
| Annual return | -18.05% | -11.01%-7.0pp | -12.16%-5.9pp | 417.96%-436.0pp |
| Employer contribution / active EE | $1,272 | $3,462-63.3% | $2,921-56.5% | $4,740-73.2% |
| Participant deferral / active EE | $2,186 | $5,216-58.1% | $4,564-52.1% | $6,400-65.8% |
| Admin fee / account holder | $2,415 | $13,938-82.7% | $8,445-71.4% | $11,426-78.9% |