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 | $183,963 | $73,867+149.0% | $143,757+28.0% | $68,494+168.6% |
| Participation rate | 16.4% | 66.7%-50.3pp | 80.3%-63.9pp | 67.9%-51.5pp |
| Annual return | -18.85% | 1.01%-19.9pp | -0.04%-18.8pp | -7.84%-11.0pp |
| Employer contribution / active EE | $833 | $3,184-73.8% | $4,951-83.2% | $2,596-67.9% |
| Participant deferral / active EE | $3,561 | $3,384+5.2% | $5,637-36.8% | $4,027-11.6% |
| Admin fee / account holder | $7,128 | $5,755+23.9% | $14,673-51.4% | $5,403+31.9% |