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 | $186,225 | $93,024+100.2% | $77,024+141.8% | $134,475+38.5% |
| Participation rate | 66.7% | 74.5%-7.8pp | 67.9%-1.2pp | 81.2%-14.6pp |
| Annual return | -9.47% | 62.60%-72.1pp | 42.32%-51.8pp | 417.96%-427.4pp |
| Employer contribution / active EE | $1,617 | $3,418-52.7% | $2,812-42.5% | $4,740-65.9% |
| Participant deferral / active EE | $3,520 | $5,238-32.8% | $4,426-20.5% | $6,400-45.0% |
| Admin fee / account holder | $538 | $6,944-92.2% | $5,425-90.1% | $11,426-95.3% |