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 | $188,489 | $158,817+18.7% | $121,196+55.5% | $135,375+39.2% |
| Participation rate | 66.7% | 79.3%-12.6pp | 71.7%-5.1pp | 82.6%-16.0pp |
| Annual return | -7.41% | -0.64%-6.8pp | 16.93%-24.3pp | 519.73%-527.1pp |
| Employer contribution / active EE | $7,880 | $5,665+39.1% | $4,022+95.9% | $4,779+64.9% |
| Participant deferral / active EE | $10,967 | $4,005+173.8% | $3,344+227.9% | $5,609+95.5% |
| Admin fee / account holder | $568 | $6,512-91.3% | $5,019-88.7% | $10,827-94.8% |