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 6-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 | $46,827 | $67,331-30.5% | $60,874-23.1% | $134,475-65.2% |
| Participation rate | 66.7% | 76.2%-9.5pp | 73.1%-6.4pp | 81.2%-14.6pp |
| Annual return | -16.48% | 49.93%-66.4pp | 16.90%-33.4pp | 417.96%-434.4pp |
| Employer contribution / active EE | $3,579 | $3,096+15.6% | $2,701+32.5% | $4,740-24.5% |
| Participant deferral / active EE | $8,505 | $4,538+87.4% | $3,817+122.8% | $6,400+32.9% |
| Admin fee / account holder | $9,211 | $4,582+101.0% | $3,224+185.7% | $11,426-19.4% |