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 | $151,965 | $73,004+108.2% | $90,749+67.5% | $68,494+121.9% |
| Participation rate | 50.0% | 70.8%-20.8pp | 75.7%-25.7pp | 67.9%-17.9pp |
| Annual return | -9.63% | -13.81%+4.2pp | -12.16%+2.5pp | -7.84%-1.8pp |
| Employer contribution / active EE | $1,127 | $2,193-48.6% | $2,921-61.4% | $2,596-56.6% |
| Participant deferral / active EE | $4,140 | $3,627+14.2% | $4,564-9.3% | $4,027+2.8% |
| Admin fee / account holder | $4,485 | $5,896-23.9% | $8,445-46.9% | $5,403-17.0% |