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 | $185,193 | $142,344+30.1% | $119,609+54.8% | $134,475+37.7% |
| Participation rate | 64.3% | 82.8%-18.5pp | 79.3%-15.0pp | 81.2%-16.9pp |
| Annual return | -17.20% | -12.44%-4.8pp | -14.97%-2.2pp | 417.96%-435.2pp |
| Employer contribution / active EE | $2,166 | $5,222-58.5% | $4,232-48.8% | $4,740-54.3% |
| Participant deferral / active EE | $4,171 | $6,469-35.5% | $5,602-25.6% | $6,400-34.8% |
| Admin fee / account holder | $5,322 | $13,584-60.8% | $10,323-48.4% | $11,426-53.4% |