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 | $165,538 | $71,883+130.3% | $86,677+91.0% | $68,494+141.7% |
| Participation rate | 66.7% | 72.2%-5.6pp | 76.6%-9.9pp | 67.9%-1.2pp |
| Annual return | -13.23% | 3.52%-16.8pp | 35.91%-49.1pp | -7.84%-5.4pp |
| Employer contribution / active EE | $1,044 | $2,173-52.0% | $2,836-63.2% | $2,596-59.8% |
| Participant deferral / active EE | $3,073 | $3,779-18.7% | $4,656-34.0% | $4,027-23.7% |
| Admin fee / account holder | $2,587 | $6,112-57.7% | $7,493-65.5% | $5,403-52.1% |