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 | $67,602 | $93,024-27.3% | $77,024-12.2% | $134,475-49.7% |
| Participation rate | 63.6% | 74.5%-10.8pp | 67.9%-4.3pp | 81.2%-17.6pp |
| Annual return | -15.63% | 62.60%-78.2pp | 42.32%-57.9pp | 417.96%-433.6pp |
| Employer contribution / active EE | $1,684 | $3,418-50.7% | $2,812-40.1% | $4,740-64.5% |
| Participant deferral / active EE | $2,706 | $5,238-48.3% | $4,426-38.9% | $6,400-57.7% |
| Admin fee / account holder | $1,683 | $6,944-75.8% | $5,425-69.0% | $11,426-85.3% |