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 | $59,342 | $91,538-35.2% | $129,995-54.4% | $75,163-21.0% |
| Participation rate | 56.5% | 71.4%-14.9pp | 78.5%-22.0pp | 67.2%-10.7pp |
| Annual return | 14.34% | -631.11%+645.4pp | -137.18%+151.5pp | 160.62%-146.3pp |
| Employer contribution / active EE | $2,350 | $2,845-17.4% | $4,320-45.6% | $2,670-12.0% |
| Participant deferral / active EE | $2,949 | $4,341-32.1% | $5,820-49.3% | $4,125-28.5% |
| Admin fee / account holder | $1,633 | $6,790-76.0% | $10,614-84.6% | $5,651-71.1% |