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 | $67,464 | $59,107+14.1% | $86,436-21.9% | $68,494-1.5% |
| Participation rate | 54.7% | 75.2%-20.6pp | 80.3%-25.7pp | 67.9%-13.2pp |
| Annual return | -15.09% | -0.23%-14.9pp | 4394.89%-4410.0pp | -7.84%-7.2pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,921 | $5,901-16.6% | $6,952-29.2% | $4,027+22.2% |
| Admin fee / account holder | $3,937 | $5,637-30.2% | $6,731-41.5% | $5,403-27.1% |