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 | $63,116 | $131,829-52.1% | $108,579-41.9% | $273,961-77.0% |
| Participation rate | 60.0% | 83.5%-23.5pp | 79.6%-19.6pp | 83.0%-23.0pp |
| Annual return | 8.07% | -91.57%+99.6pp | -51.70%+59.8pp | 41.45%-33.4pp |
| Employer contribution / active EE | $3,866 | $4,912-21.3% | $3,758+2.9% | $4,869-20.6% |
| Participant deferral / active EE | $4,178 | $5,127-18.5% | $4,311-3.1% | $5,287-21.0% |
| Admin fee / account holder | $367 | $10,252-96.4% | $7,645-95.2% | $10,132-96.4% |