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 | $78,681 | $91,538-14.0% | $129,995-39.5% | $75,163+4.7% |
| Participation rate | 61.5% | 71.4%-9.9pp | 78.5%-16.9pp | 67.2%-5.7pp |
| Annual return | 14.32% | -631.11%+645.4pp | -137.18%+151.5pp | 160.62%-146.3pp |
| Employer contribution / active EE | $1,367 | $2,845-51.9% | $4,320-68.3% | $2,670-48.8% |
| Participant deferral / active EE | $4,086 | $4,341-5.9% | $5,820-29.8% | $4,125-1.0% |
| Admin fee / account holder | $15,773 | $6,790+132.3% | $10,614+48.6% | $5,651+179.1% |