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 | $57,786 | $106,543-45.8% | $91,220-36.7% | $134,475-57.0% |
| Participation rate | 61.5% | 76.8%-15.3pp | 73.2%-11.7pp | 81.2%-19.7pp |
| Annual return | -16.67% | 160.60%-177.3pp | 114.01%-130.7pp | 417.96%-434.6pp |
| Employer contribution / active EE | $1,697 | $3,331-49.1% | $2,850-40.5% | $4,740-64.2% |
| Participant deferral / active EE | $3,969 | $4,719-15.9% | $4,234-6.2% | $6,400-38.0% |
| Admin fee / account holder | $25,441 | $6,231+308.3% | $5,420+369.4% | $11,426+122.7% |