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 | $136,832 | $81,900+67.1% | $119,609+14.4% | $68,494+99.8% |
| Participation rate | 41.0% | 71.9%-30.9pp | 79.3%-38.3pp | 67.9%-26.9pp |
| Annual return | -13.98% | -23.82%+9.8pp | -14.97%+1.0pp | -7.84%-6.1pp |
| Employer contribution / active EE | $1,140 | $2,693-57.7% | $4,232-73.1% | $2,596-56.1% |
| Participant deferral / active EE | $2,903 | $4,148-30.0% | $5,602-48.2% | $4,027-27.9% |
| Admin fee / account holder | $21,253 | $6,582+222.9% | $10,323+105.9% | $5,403+293.4% |