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 | $180,646 | $95,862+88.4% | $79,550+127.1% | $134,475+34.3% |
| Participation rate | 60.0% | 75.0%-15.0pp | 69.5%-9.5pp | 81.2%-21.2pp |
| Annual return | -11.68% | -2.69%-9.0pp | 0.16%-11.8pp | 417.96%-429.6pp |
| Employer contribution / active EE | $2,357 | $3,128-24.6% | $2,413-2.3% | $4,740-50.3% |
| Participant deferral / active EE | $4,921 | $4,693+4.9% | $3,985+23.5% | $6,400-23.1% |
| Admin fee / account holder | $24,971 | $9,126+173.6% | $6,832+265.5% | $11,426+118.5% |