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 | $176,278 | $105,860+66.5% | $90,749+94.2% | $134,475+31.1% |
| Participation rate | 68.8% | 78.2%-9.5pp | 75.7%-6.9pp | 81.2%-12.5pp |
| Annual return | -18.49% | -11.01%-7.5pp | -12.16%-6.3pp | 417.96%-436.5pp |
| Employer contribution / active EE | $3,326 | $3,462-3.9% | $2,921+13.9% | $4,740-29.8% |
| Participant deferral / active EE | $6,391 | $5,216+22.5% | $4,564+40.0% | $6,400-0.1% |
| Admin fee / account holder | $6,575 | $13,938-52.8% | $8,445-22.1% | $11,426-42.5% |