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 | $90,866 | $82,664+9.9% | $125,339-27.5% | $68,494+32.7% |
| Participation rate | 57.1% | 75.0%-17.9pp | 82.4%-25.2pp | 67.9%-10.7pp |
| Annual return | -14.85% | -5.97%-8.9pp | 572.05%-586.9pp | -7.84%-7.0pp |
| Employer contribution / active EE | $1,789 | $3,381-47.1% | $4,814-62.8% | $2,596-31.1% |
| Participant deferral / active EE | $4,289 | $6,110-29.8% | $7,446-42.4% | $4,027+6.5% |
| Admin fee / account holder | $1,318 | $6,275-79.0% | $10,010-86.8% | $5,403-75.6% |