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 | $68,167 | $54,350+25.4% | $82,719-17.6% | $68,494-0.5% |
| Participation rate | 41.2% | 63.9%-22.7pp | 72.6%-31.4pp | 67.9%-26.7pp |
| Annual return | -19.05% | -13.67%-5.4pp | 701.18%-720.2pp | -7.84%-11.2pp |
| Employer contribution / active EE | $1,399 | $2,218-36.9% | $3,009-53.5% | $2,596-46.1% |
| Participant deferral / active EE | $2,368 | $3,246-27.0% | $4,395-46.1% | $4,027-41.2% |
| Admin fee / account holder | $5,873 | $4,395+33.6% | $5,329+10.2% | $5,403+8.7% |