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 | $119,088 | $57,354+107.6% | $83,848+42.0% | $64,186+85.5% |
| Participation rate | 51.4% | 68.6%-17.3pp | 76.1%-24.8pp | 69.6%-18.2pp |
| Annual return | -5.47% | 11.38%-16.9pp | 850.88%-856.3pp | 7.63%-13.1pp |
| Employer contribution / active EE | $2,109 | $2,545-17.1% | $3,631-41.9% | $2,381-11.4% |
| Participant deferral / active EE | $5,691 | $2,993+90.1% | $4,082+39.4% | $3,470+64.0% |
| Admin fee / account holder | $1,883 | $4,046-53.4% | $5,478-65.6% | $4,888-61.5% |