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 8-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 | $80,104 | $133,958-40.2% | $112,228-28.6% | $134,475-40.4% |
| Participation rate | 33.3% | 78.6%-45.2pp | 75.1%-41.7pp | 81.2%-47.9pp |
| Annual return | -20.42% | 47.11%-67.5pp | 27.45%-47.9pp | 417.96%-438.4pp |
| Employer contribution / active EE | $1,690 | $4,038-58.1% | $3,635-53.5% | $4,740-64.3% |
| Participant deferral / active EE | $7,909 | $5,291+49.5% | $4,728+67.3% | $6,400+23.6% |
| Admin fee / account holder | $990 | $7,489-86.8% | $6,410-84.6% | $11,426-91.3% |