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 6-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 | $98,460 | $106,543-7.6% | $91,220+7.9% | $134,475-26.8% |
| Participation rate | 66.7% | 76.8%-10.1pp | 73.2%-6.5pp | 81.2%-14.6pp |
| Annual return | -20.58% | 160.60%-181.2pp | 114.01%-134.6pp | 417.96%-438.5pp |
| Employer contribution / active EE | $2,385 | $3,331-28.4% | $2,850-16.3% | $4,740-49.7% |
| Participant deferral / active EE | $7,577 | $4,719+60.6% | $4,234+79.0% | $6,400+18.4% |
| Admin fee / account holder | $12,022 | $6,231+92.9% | $5,420+121.8% | $11,426+5.2% |