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 | $100,045 | $82,664+21.0% | $125,339-20.2% | $68,494+46.1% |
| Participation rate | 65.3% | 75.0%-9.7pp | 82.4%-17.0pp | 67.9%-2.6pp |
| Annual return | -12.72% | -5.97%-6.7pp | 572.05%-584.8pp | -7.84%-4.9pp |
| Employer contribution / active EE | $3,050 | $3,381-9.8% | $4,814-36.6% | $2,596+17.5% |
| Participant deferral / active EE | $6,122 | $6,110+0.2% | $7,446-17.8% | $4,027+52.0% |
| Admin fee / account holder | $6,927 | $6,275+10.4% | $10,010-30.8% | $5,403+28.2% |