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 | $130,549 | $69,010+89.2% | $159,960-18.4% | $68,494+90.6% |
| Participation rate | 54.1% | 65.4%-11.3pp | 78.0%-23.9pp | 67.9%-13.8pp |
| Annual return | 3.16% | -9.65%+12.8pp | 408.60%-405.4pp | -7.84%+11.0pp |
| Employer contribution / active EE | $534 | $2,213-75.9% | $4,226-87.4% | $2,596-79.4% |
| Participant deferral / active EE | $3,780 | $4,212-10.3% | $6,182-38.9% | $4,027-6.1% |
| Admin fee / account holder | $8,218 | $4,798+71.3% | $8,698-5.5% | $5,403+52.1% |