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 | $190,866 | $61,774+209.0% | $97,226+96.3% | $80,856+136.1% |
| Participation rate | 48.1% | 63.5%-15.4pp | 72.7%-24.5pp | 67.6%-19.5pp |
| Annual return | 10.79% | -557.90%+568.7pp | 75.13%-64.3pp | 35.59%-24.8pp |
| Employer contribution / active EE | $1,032 | $1,837-43.8% | $2,729-62.2% | $2,755-62.5% |
| Participant deferral / active EE | $1,119 | $3,029-63.1% | $4,264-73.8% | $4,296-74.0% |
| Admin fee / account holder | $1,643 | $5,166-68.2% | $5,654-70.9% | $6,918-76.3% |