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 | $119,767 | $127,386-6.0% | $115,037+4.1% | $125,391-4.5% |
| Participation rate | 65.0% | 84.2%-19.2pp | 81.4%-16.4pp | 83.2%-18.2pp |
| Annual return | -1.39% | 31.28%-32.7pp | 26.14%-27.5pp | 282.22%-283.6pp |
| Employer contribution / active EE | $7,273 | $5,166+40.8% | $4,608+57.8% | $4,866+49.5% |
| Participant deferral / active EE | $8,368 | $6,423+30.3% | $6,026+38.9% | $5,352+56.4% |
| Admin fee / account holder | $532 | $9,516-94.4% | $8,175-93.5% | $9,540-94.4% |