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 | $121,226 | $71,883+68.6% | $86,677+39.9% | $68,494+77.0% |
| Participation rate | 68.1% | 72.2%-4.1pp | 76.6%-8.5pp | 67.9%+0.2pp |
| Annual return | -14.82% | 3.52%-18.3pp | 35.91%-50.7pp | -7.84%-7.0pp |
| Employer contribution / active EE | $2,202 | $2,173+1.3% | $2,836-22.4% | $2,596-15.2% |
| Participant deferral / active EE | $8,023 | $3,779+112.3% | $4,656+72.3% | $4,027+99.2% |
| Admin fee / account holder | $15,414 | $6,112+152.2% | $7,493+105.7% | $5,403+185.3% |