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 | $69,854 | $100,754-30.7% | $86,677-19.4% | $134,475-48.1% |
| Participation rate | 58.3% | 78.9%-20.6pp | 76.6%-18.2pp | 81.2%-22.9pp |
| Annual return | -13.86% | 29.04%-42.9pp | 35.91%-49.8pp | 417.96%-431.8pp |
| Employer contribution / active EE | $1,430 | $3,489-59.0% | $2,836-49.6% | $4,740-69.8% |
| Participant deferral / active EE | $2,955 | $5,338-44.6% | $4,656-36.5% | $6,400-53.8% |
| Admin fee / account holder | $3,079 | $10,926-71.8% | $7,493-58.9% | $11,426-73.1% |