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 | $71,201 | $99,032-28.1% | $80,019-11.0% | $135,375-47.4% |
| Participation rate | 54.5% | 78.4%-23.8pp | 75.8%-21.3pp | 82.6%-28.1pp |
| Annual return | -4.25% | 15.39%-19.6pp | 11.22%-15.5pp | 519.73%-524.0pp |
| Employer contribution / active EE | $1,553 | $3,043-49.0% | $2,468-37.1% | $4,779-67.5% |
| Participant deferral / active EE | $5,800 | $4,282+35.4% | $3,686+57.4% | $5,609+3.4% |
| Admin fee / account holder | $4,345 | $10,436-58.4% | $6,521-33.4% | $10,827-59.9% |