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 | $108,673 | $63,703+70.6% | $93,063+16.8% | $82,448+31.8% |
| Participation rate | 53.6% | 63.8%-10.2pp | 72.1%-18.5pp | 68.1%-14.4pp |
| Annual return | 13.34% | -775.43%+788.8pp | 34.15%-20.8pp | 41.64%-28.3pp |
| Employer contribution / active EE | $463 | $1,729-73.2% | $2,476-81.3% | $2,551-81.8% |
| Participant deferral / active EE | $3,626 | $2,919+24.2% | $3,958-8.4% | $4,139-12.4% |
| Admin fee / account holder | $14,585 | $5,982+143.8% | $6,033+141.7% | $7,234+101.6% |