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 | $72,966 | $152,509-52.2% | $117,472-37.9% | $134,475-45.7% |
| Participation rate | 52.2% | 77.1%-24.9pp | 70.6%-18.4pp | 81.2%-29.0pp |
| Annual return | -19.80% | 52.99%-72.8pp | 29.74%-49.5pp | 417.96%-437.8pp |
| Employer contribution / active EE | $1,575 | $5,571-71.7% | $4,176-62.3% | $4,740-66.8% |
| Participant deferral / active EE | $6,871 | $4,818+42.6% | $4,070+68.8% | $6,400+7.4% |
| Admin fee / account holder | $3,997 | $7,004-42.9% | $5,645-29.2% | $11,426-65.0% |