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 | $68,936 | $167,307-58.8% | $143,757-52.0% | $134,475-48.7% |
| Participation rate | 26.3% | 84.8%-58.5pp | 80.3%-54.0pp | 81.2%-54.9pp |
| Annual return | -16.15% | 0.46%-16.6pp | -0.04%-16.1pp | 417.96%-434.1pp |
| Employer contribution / active EE | $1,500 | $5,619-73.3% | $4,951-69.7% | $4,740-68.3% |
| Participant deferral / active EE | $3,464 | $6,446-46.3% | $5,637-38.5% | $6,400-45.9% |
| Admin fee / account holder | $31,843 | $18,088+76.0% | $14,673+117.0% | $11,426+178.7% |