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 | $23,493 | $67,331-65.1% | $60,874-61.4% | $134,475-82.5% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.1%-13.1pp | 81.2%-21.2pp |
| Annual return | -19.86% | 49.93%-69.8pp | 16.90%-36.8pp | 417.96%-437.8pp |
| Employer contribution / active EE | $1,056 | $3,096-65.9% | $2,701-60.9% | $4,740-77.7% |
| Participant deferral / active EE | $4,070 | $4,538-10.3% | $3,817+6.6% | $6,400-36.4% |
| Admin fee / account holder | $6,147 | $4,582+34.2% | $3,224+90.6% | $11,426-46.2% |