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 | $126,754 | $167,307-24.2% | $143,757-11.8% | $134,475-5.7% |
| Participation rate | 66.7% | 84.8%-18.1pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -9.79% | 0.46%-10.3pp | -0.04%-9.7pp | 417.96%-427.8pp |
| Employer contribution / active EE | $2,919 | $5,619-48.0% | $4,951-41.0% | $4,740-38.4% |
| Participant deferral / active EE | $5,469 | $6,446-15.2% | $5,637-3.0% | $6,400-14.5% |
| Admin fee / account holder | $5,642 | $18,088-68.8% | $14,673-61.5% | $11,426-50.6% |