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 | $141,577 | $152,509-7.2% | $117,472+20.5% | $134,475+5.3% |
| Participation rate | 50.0% | 77.1%-27.1pp | 70.6%-20.6pp | 81.2%-31.2pp |
| Annual return | -18.17% | 52.99%-71.2pp | 29.74%-47.9pp | 417.96%-436.1pp |
| Employer contribution / active EE | $678 | $5,571-87.8% | $4,176-83.8% | $4,740-85.7% |
| Participant deferral / active EE | $5,534 | $4,818+14.9% | $4,070+36.0% | $6,400-13.5% |
| Admin fee / account holder | $6,457 | $7,004-7.8% | $5,645+14.4% | $11,426-43.5% |