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 | $145,835 | $167,307-12.8% | $143,757+1.4% | $134,475+8.4% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -16.59% | 0.46%-17.0pp | -0.04%-16.5pp | 417.96%-434.6pp |
| Employer contribution / active EE | $1,461 | $5,619-74.0% | $4,951-70.5% | $4,740-69.2% |
| Participant deferral / active EE | $4,132 | $6,446-35.9% | $5,637-26.7% | $6,400-35.4% |
| Admin fee / account holder | $73,154 | $18,088+304.4% | $14,673+398.6% | $11,426+540.3% |