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 | $186,891 | $58,083+221.8% | $80,019+133.6% | $56,287+232.0% |
| Participation rate | 60.8% | 73.6%-12.8pp | 75.8%-15.0pp | 69.9%-9.1pp |
| Annual return | -3.89% | 34.61%-38.5pp | 11.22%-15.1pp | -9.96%+6.1pp |
| Employer contribution / active EE | $1,526 | $1,932-21.0% | $2,468-38.2% | $2,111-27.7% |
| Participant deferral / active EE | $4,921 | $3,135+57.0% | $3,686+33.5% | $3,350+46.9% |
| Admin fee / account holder | $11,712 | $623+1781.2% | $6,521+79.6% | $521+2148.2% |