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 4-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 | $83,300 | $105,860-21.3% | $90,749-8.2% | $134,475-38.1% |
| Participation rate | 68.4% | 78.2%-9.8pp | 75.7%-7.3pp | 81.2%-12.8pp |
| Annual return | -12.53% | -11.01%-1.5pp | -12.16%-0.4pp | 417.96%-430.5pp |
| Employer contribution / active EE | $2,318 | $3,462-33.1% | $2,921-20.7% | $4,740-51.1% |
| Participant deferral / active EE | $8,377 | $5,216+60.6% | $4,564+83.5% | $6,400+30.9% |
| Admin fee / account holder | $48,041 | $13,938+244.7% | $8,445+468.9% | $11,426+320.5% |