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 | $147,961 | $73,004+102.7% | $90,749+63.0% | $68,494+116.0% |
| Participation rate | 57.7% | 70.8%-13.1pp | 75.7%-18.0pp | 67.9%-10.2pp |
| Annual return | -10.71% | -13.81%+3.1pp | -12.16%+1.5pp | -7.84%-2.9pp |
| Employer contribution / active EE | $3,686 | $2,193+68.1% | $2,921+26.2% | $2,596+42.0% |
| Participant deferral / active EE | $9,145 | $3,627+152.2% | $4,564+100.4% | $4,027+127.1% |
| Admin fee / account holder | $22,995 | $5,896+290.0% | $8,445+172.3% | $5,403+325.6% |