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 | $79,174 | $54,350+45.7% | $82,719-4.3% | $68,494+15.6% |
| Participation rate | 54.2% | 63.9%-9.7pp | 72.6%-18.3pp | 67.9%-13.7pp |
| Annual return | -13.98% | -13.67%-0.3pp | 701.18%-715.2pp | -7.84%-6.1pp |
| Employer contribution / active EE | $1,137 | $2,218-48.7% | $3,009-62.2% | $2,596-56.2% |
| Participant deferral / active EE | $3,188 | $3,246-1.8% | $4,395-27.5% | $4,027-20.8% |
| Admin fee / account holder | $5,911 | $4,395+34.5% | $5,329+10.9% | $5,403+9.4% |