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 | $80,175 | $133,958-40.1% | $112,228-28.6% | $134,475-40.4% |
| Participation rate | 11.1% | 78.6%-67.4pp | 75.1%-63.9pp | 81.2%-70.1pp |
| Annual return | -19.51% | 47.11%-66.6pp | 27.45%-47.0pp | 417.96%-437.5pp |
| Employer contribution / active EE | $1,063 | $4,038-73.7% | $3,635-70.7% | $4,740-77.6% |
| Participant deferral / active EE | $4,841 | $5,291-8.5% | $4,728+2.4% | $6,400-24.3% |
| Admin fee / account holder | $10,662 | $7,489+42.4% | $6,410+66.3% | $11,426-6.7% |