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 | $66,748 | $105,860-36.9% | $90,749-26.4% | $134,475-50.4% |
| Participation rate | 68.8% | 78.2%-9.5pp | 75.7%-6.9pp | 81.2%-12.5pp |
| Annual return | -14.77% | -11.01%-3.8pp | -12.16%-2.6pp | 417.96%-432.7pp |
| Employer contribution / active EE | $1,062 | $3,462-69.3% | $2,921-63.7% | $4,740-77.6% |
| Participant deferral / active EE | $2,114 | $5,216-59.5% | $4,564-53.7% | $6,400-67.0% |
| Admin fee / account holder | $5,951 | $13,938-57.3% | $8,445-29.5% | $11,426-47.9% |