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 | $130,547 | $131,829-1.0% | $108,579+20.2% | $273,961-52.3% |
| Participation rate | 63.6% | 83.5%-19.8pp | 79.6%-15.9pp | 83.0%-19.4pp |
| Annual return | 8.89% | -91.57%+100.5pp | -51.70%+60.6pp | 41.45%-32.6pp |
| Employer contribution / active EE | $1,412 | $4,912-71.3% | $3,758-62.4% | $4,869-71.0% |
| Participant deferral / active EE | $5,423 | $5,127+5.8% | $4,311+25.8% | $5,287+2.6% |
| Admin fee / account holder | $644 | $10,252-93.7% | $7,645-91.6% | $10,132-93.6% |