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 | $113,536 | $142,344-20.2% | $119,609-5.1% | $134,475-15.6% |
| Participation rate | 66.7% | 82.8%-16.1pp | 79.3%-12.6pp | 81.2%-14.6pp |
| Annual return | -12.81% | -12.44%-0.4pp | -14.97%+2.2pp | 417.96%-430.8pp |
| Employer contribution / active EE | $3,006 | $5,222-42.4% | $4,232-29.0% | $4,740-36.6% |
| Participant deferral / active EE | $8,596 | $6,469+32.9% | $5,602+53.4% | $6,400+34.3% |
| Admin fee / account holder | $2,250 | $13,584-83.4% | $10,323-78.2% | $11,426-80.3% |