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 | $147,550 | $72,404+103.8% | $110,238+33.8% | $64,186+129.9% |
| Participation rate | 65.5% | 73.3%-7.8pp | 79.8%-14.3pp | 69.6%-4.1pp |
| Annual return | -5.60% | -6.29%+0.7pp | 314.74%-320.3pp | 7.63%-13.2pp |
| Employer contribution / active EE | $4,199 | $2,282+84.0% | $3,826+9.7% | $2,381+76.4% |
| Participant deferral / active EE | $3,821 | $3,469+10.1% | $4,672-18.2% | $3,470+10.1% |
| Admin fee / account holder | $2,362 | $5,664-58.3% | $8,547-72.4% | $4,888-51.7% |