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 | $50,465 | $82,664-39.0% | $125,339-59.7% | $68,494-26.3% |
| Participation rate | 61.5% | 75.0%-13.5pp | 82.4%-20.8pp | 67.9%-6.3pp |
| Annual return | -15.69% | -5.97%-9.7pp | 572.05%-587.7pp | -7.84%-7.9pp |
| Employer contribution / active EE | $2,011 | $3,381-40.5% | $4,814-58.2% | $2,596-22.5% |
| Participant deferral / active EE | $7,548 | $6,110+23.5% | $7,446+1.4% | $4,027+87.4% |
| Admin fee / account holder | $1,582 | $6,275-74.8% | $10,010-84.2% | $5,403-70.7% |