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 | $83,924 | $106,543-21.2% | $91,220-8.0% | $134,475-37.6% |
| Participation rate | 40.0% | 76.8%-36.8pp | 73.2%-33.2pp | 81.2%-41.2pp |
| Annual return | -6.66% | 160.60%-167.3pp | 114.01%-120.7pp | 417.96%-424.6pp |
| Employer contribution / active EE | $1,385 | $3,331-58.4% | $2,850-51.4% | $4,740-70.8% |
| Participant deferral / active EE | $6,171 | $4,719+30.8% | $4,234+45.8% | $6,400-3.6% |
| Admin fee / account holder | $26,822 | $6,231+330.5% | $5,420+394.9% | $11,426+134.8% |