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 | $82,768 | $133,958-38.2% | $112,228-26.3% | $134,475-38.5% |
| Participation rate | 57.1% | 78.6%-21.4pp | 75.1%-17.9pp | 81.2%-24.1pp |
| Annual return | -18.54% | 47.11%-65.7pp | 27.45%-46.0pp | 417.96%-436.5pp |
| Employer contribution / active EE | $4,330 | $4,038+7.2% | $3,635+19.1% | $4,740-8.6% |
| Participant deferral / active EE | $4,975 | $5,291-6.0% | $4,728+5.2% | $6,400-22.3% |
| Admin fee / account holder | $5,004 | $7,489-33.2% | $6,410-21.9% | $11,426-56.2% |