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 | $108,705 | $67,331+61.4% | $60,874+78.6% | $134,475-19.2% |
| Participation rate | 30.8% | 76.2%-45.4pp | 73.1%-42.3pp | 81.2%-50.5pp |
| Annual return | -12.91% | 49.93%-62.8pp | 16.90%-29.8pp | 417.96%-430.9pp |
| Employer contribution / active EE | $678 | $3,096-78.1% | $2,701-74.9% | $4,740-85.7% |
| Participant deferral / active EE | $2,307 | $4,538-49.2% | $3,817-39.6% | $6,400-63.9% |
| Admin fee / account holder | $17,757 | $4,582+287.5% | $3,224+450.7% | $11,426+55.4% |