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 | $126,749 | $59,805+111.9% | $79,550+59.3% | $68,494+85.0% |
| Participation rate | 32.2% | 61.1%-28.9pp | 69.5%-37.3pp | 67.9%-35.7pp |
| Annual return | -13.02% | -12.30%-0.7pp | 0.16%-13.2pp | -7.84%-5.2pp |
| Employer contribution / active EE | $1,218 | $1,505-19.1% | $2,413-49.5% | $2,596-53.1% |
| Participant deferral / active EE | $2,230 | $3,024-26.3% | $3,985-44.0% | $4,027-44.6% |
| Admin fee / account holder | $712 | $4,835-85.3% | $6,832-89.6% | $5,403-86.8% |