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 | $72,906 | $117,690-38.1% | $71,735+1.6% | $134,475-45.8% |
| Participation rate | 50.0% | 68.8%-18.8pp | 62.3%-12.3pp | 81.2%-31.2pp |
| Annual return | -18.14% | 25.44%-43.6pp | 9.14%-27.3pp | 417.96%-436.1pp |
| Employer contribution / active EE | $2,266 | $2,525-10.2% | $1,704+33.0% | $4,740-52.2% |
| Participant deferral / active EE | $4,732 | $3,759+25.9% | $2,658+78.0% | $6,400-26.1% |
| Admin fee / account holder | $7,343 | $6,379+15.1% | $3,974+84.8% | $11,426-35.7% |