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 | $103,478 | $133,958-22.8% | $112,228-7.8% | $134,475-23.1% |
| Participation rate | 69.2% | 78.6%-9.3pp | 75.1%-5.8pp | 81.2%-12.0pp |
| Annual return | -12.80% | 47.11%-59.9pp | 27.45%-40.2pp | 417.96%-430.8pp |
| Employer contribution / active EE | $3,184 | $4,038-21.2% | $3,635-12.4% | $4,740-32.8% |
| Participant deferral / active EE | $11,213 | $5,291+111.9% | $4,728+137.2% | $6,400+75.2% |
| Admin fee / account holder | $19,554 | $7,489+161.1% | $6,410+205.0% | $11,426+71.1% |