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 | $74,840 | $95,862-21.9% | $79,550-5.9% | $134,475-44.3% |
| Participation rate | 50.0% | 75.0%-25.0pp | 69.5%-19.5pp | 81.2%-31.2pp |
| Annual return | -4.62% | -2.69%-1.9pp | 0.16%-4.8pp | 417.96%-422.6pp |
| Employer contribution / active EE | $1,503 | $3,128-51.9% | $2,413-37.7% | $4,740-68.3% |
| Participant deferral / active EE | $4,983 | $4,693+6.2% | $3,985+25.0% | $6,400-22.1% |
| Admin fee / account holder | $166,235 | $9,126+1721.5% | $6,832+2333.1% | $11,426+1354.9% |