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 | $156,844 | $105,860+48.2% | $90,749+72.8% | $134,475+16.6% |
| Participation rate | 52.2% | 78.2%-26.1pp | 75.7%-23.5pp | 81.2%-29.0pp |
| Annual return | -17.05% | -11.01%-6.0pp | -12.16%-4.9pp | 417.96%-435.0pp |
| Employer contribution / active EE | $1,389 | $3,462-59.9% | $2,921-52.5% | $4,740-70.7% |
| Participant deferral / active EE | $4,088 | $5,216-21.6% | $4,564-10.4% | $6,400-36.1% |
| Admin fee / account holder | $8,899 | $13,938-36.2% | $8,445+5.4% | $11,426-22.1% |