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 | $117,317 | $167,307-29.9% | $143,757-18.4% | $134,475-12.8% |
| Participation rate | 52.2% | 84.8%-32.6pp | 80.3%-28.1pp | 81.2%-29.0pp |
| Annual return | -14.32% | 0.46%-14.8pp | -0.04%-14.3pp | 417.96%-432.3pp |
| Employer contribution / active EE | $1,764 | $5,619-68.6% | $4,951-64.4% | $4,740-62.8% |
| Participant deferral / active EE | $4,687 | $6,446-27.3% | $5,637-16.9% | $6,400-26.8% |
| Admin fee / account holder | $644 | $18,088-96.4% | $14,673-95.6% | $11,426-94.4% |