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 | $119,584 | $152,509-21.6% | $117,472+1.8% | $134,475-11.1% |
| Participation rate | 50.0% | 77.1%-27.1pp | 70.6%-20.6pp | 81.2%-31.2pp |
| Annual return | -17.37% | 52.99%-70.4pp | 29.74%-47.1pp | 417.96%-435.3pp |
| Employer contribution / active EE | $2,083 | $5,571-62.6% | $4,176-50.1% | $4,740-56.0% |
| Participant deferral / active EE | $3,544 | $4,818-26.5% | $4,070-12.9% | $6,400-44.6% |
| Admin fee / account holder | $7,685 | $7,004+9.7% | $5,645+36.1% | $11,426-32.7% |