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 | $50,471 | $49,451+2.1% | $79,550-36.6% | $66,914-24.6% |
| Participation rate | 64.8% | 61.3%+3.4pp | 69.5%-4.7pp | 69.8%-5.0pp |
| Annual return | -12.59% | 84.25%-96.8pp | 0.16%-12.8pp | 1.58%-14.2pp |
| Employer contribution / active EE | $873 | $1,266-31.0% | $2,413-63.8% | $2,544-65.7% |
| Participant deferral / active EE | $2,176 | $3,159-31.1% | $3,985-45.4% | $4,237-48.6% |
| Admin fee / account holder | $1,470 | $595+147.3% | $6,832-78.5% | $593+147.8% |