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 | $122,499 | $82,664+48.2% | $125,339-2.3% | $68,494+78.8% |
| Participation rate | 62.2% | 75.0%-12.9pp | 82.4%-20.2pp | 67.9%-5.7pp |
| Annual return | -14.18% | -5.97%-8.2pp | 572.05%-586.2pp | -7.84%-6.3pp |
| Employer contribution / active EE | $2,636 | $3,381-22.0% | $4,814-45.2% | $2,596+1.5% |
| Participant deferral / active EE | $6,263 | $6,110+2.5% | $7,446-15.9% | $4,027+55.5% |
| Admin fee / account holder | $2,592 | $6,275-58.7% | $10,010-74.1% | $5,403-52.0% |