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 | $124,289 | $95,862+29.7% | $79,550+56.2% | $134,475-7.6% |
| Participation rate | 50.0% | 75.0%-25.0pp | 69.5%-19.5pp | 81.2%-31.2pp |
| Annual return | -16.90% | -2.69%-14.2pp | 0.16%-17.1pp | 417.96%-434.9pp |
| Employer contribution / active EE | $1,129 | $3,128-63.9% | $2,413-53.2% | $4,740-76.2% |
| Participant deferral / active EE | $3,842 | $4,693-18.1% | $3,985-3.6% | $6,400-40.0% |
| Admin fee / account holder | $5,492 | $9,126-39.8% | $6,832-19.6% | $11,426-51.9% |