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 6-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 | $66,091 | $133,958-50.7% | $112,228-41.1% | $134,475-50.9% |
| Participation rate | 41.7% | 78.6%-36.9pp | 75.1%-33.4pp | 81.2%-39.6pp |
| Annual return | -18.34% | 47.11%-65.5pp | 27.45%-45.8pp | 417.96%-436.3pp |
| Employer contribution / active EE | $1,132 | $4,038-72.0% | $3,635-68.9% | $4,740-76.1% |
| Participant deferral / active EE | $3,953 | $5,291-25.3% | $4,728-16.4% | $6,400-38.2% |
| Admin fee / account holder | $753 | $7,489-89.9% | $6,410-88.3% | $11,426-93.4% |