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 | $184,548 | $64,707+185.2% | $112,228+64.4% | $68,494+169.4% |
| Participation rate | 62.9% | 67.2%-4.2pp | 75.1%-12.2pp | 67.9%-5.0pp |
| Annual return | -14.21% | -11.40%-2.8pp | 27.45%-41.7pp | -7.84%-6.4pp |
| Employer contribution / active EE | $5,120 | $2,746+86.4% | $3,635+40.9% | $2,596+97.2% |
| Participant deferral / active EE | $3,877 | $3,565+8.8% | $4,728-18.0% | $4,027-3.7% |
| Admin fee / account holder | $10,873 | $5,232+107.8% | $6,410+69.6% | $5,403+101.3% |