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 | $117,061 | $53,162+120.2% | $91,220+28.3% | $68,494+70.9% |
| Participation rate | 14.0% | 63.2%-49.3pp | 73.2%-59.2pp | 67.9%-53.9pp |
| Annual return | -17.49% | -3.14%-14.3pp | 114.01%-131.5pp | -7.84%-9.6pp |
| Employer contribution / active EE | $772 | $1,709-54.8% | $2,850-72.9% | $2,596-70.3% |
| Participant deferral / active EE | $2,274 | $2,974-23.5% | $4,234-46.3% | $4,027-43.5% |
| Admin fee / account holder | $1,386 | $4,493-69.2% | $5,420-74.4% | $5,403-74.4% |