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 | $122,082 | $59,107+106.5% | $86,436+41.2% | $68,494+78.2% |
| Participation rate | 69.4% | 75.2%-5.9pp | 80.3%-10.9pp | 67.9%+1.5pp |
| Annual return | -18.94% | -0.23%-18.7pp | 4394.89%-4413.8pp | -7.84%-11.1pp |
| Employer contribution / active EE | $1,397 | $2,519-44.5% | $3,769-62.9% | $2,596-46.2% |
| Participant deferral / active EE | $2,937 | $5,901-50.2% | $6,952-57.8% | $4,027-27.1% |
| Admin fee / account holder | $15,516 | $5,637+175.3% | $6,731+130.5% | $5,403+187.2% |