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 | $101,758 | $77,813+30.8% | $123,544-17.6% | $64,186+58.5% |
| Participation rate | 48.4% | 74.7%-26.3pp | 82.3%-33.9pp | 69.6%-21.2pp |
| Annual return | -7.61% | 12.48%-20.1pp | 119.20%-126.8pp | 7.63%-15.2pp |
| Employer contribution / active EE | $1,307 | $3,014-56.6% | $4,628-71.8% | $2,381-45.1% |
| Participant deferral / active EE | $3,454 | $5,240-34.1% | $6,426-46.3% | $3,470-0.5% |
| Admin fee / account holder | $907 | $5,519-83.6% | $9,284-90.2% | $4,888-81.4% |