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 8-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 | $99,545 | $91,538+8.7% | $129,995-23.4% | $75,163+32.4% |
| Participation rate | 51.7% | 71.4%-19.8pp | 78.5%-26.8pp | 67.2%-15.5pp |
| Annual return | 17.09% | -631.11%+648.2pp | -137.18%+154.3pp | 160.62%-143.5pp |
| Employer contribution / active EE | $1,990 | $2,845-30.0% | $4,320-53.9% | $2,670-25.4% |
| Participant deferral / active EE | $2,116 | $4,341-51.3% | $5,820-63.6% | $4,125-48.7% |
| Admin fee / account holder | $15,617 | $6,790+130.0% | $10,614+47.1% | $5,651+176.4% |