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 | $121,536 | $82,664+47.0% | $125,339-3.0% | $68,494+77.4% |
| Participation rate | 62.0% | 75.0%-13.1pp | 82.4%-20.4pp | 67.9%-5.9pp |
| Annual return | -17.24% | -5.97%-11.3pp | 572.05%-589.3pp | -7.84%-9.4pp |
| Employer contribution / active EE | $2,600 | $3,381-23.1% | $4,814-46.0% | $2,596+0.1% |
| Participant deferral / active EE | $5,486 | $6,110-10.2% | $7,446-26.3% | $4,027+36.2% |
| Admin fee / account holder | $2,972 | $6,275-52.6% | $10,010-70.3% | $5,403-45.0% |