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 | $92,318 | $106,543-13.4% | $91,220+1.2% | $134,475-31.3% |
| Participation rate | 50.0% | 76.8%-26.8pp | 73.2%-23.2pp | 81.2%-31.2pp |
| Annual return | -17.65% | 160.60%-178.2pp | 114.01%-131.7pp | 417.96%-435.6pp |
| Employer contribution / active EE | $1,722 | $3,331-48.3% | $2,850-39.6% | $4,740-63.7% |
| Participant deferral / active EE | $4,073 | $4,719-13.7% | $4,234-3.8% | $6,400-36.4% |
| Admin fee / account holder | $4,644 | $6,231-25.5% | $5,420-14.3% | $11,426-59.4% |