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 | $152,853 | $129,942+17.6% | $104,294+46.6% | $134,475+13.7% |
| Participation rate | 63.6% | 79.5%-15.9pp | 73.3%-9.6pp | 81.2%-17.6pp |
| Annual return | -15.57% | 42.03%-57.6pp | 24.61%-40.2pp | 417.96%-433.5pp |
| Employer contribution / active EE | $1,887 | $4,184-54.9% | $3,372-44.0% | $4,740-60.2% |
| Participant deferral / active EE | $3,979 | $5,588-28.8% | $4,625-14.0% | $6,400-37.8% |
| Admin fee / account holder | $2,010 | $9,323-78.4% | $7,339-72.6% | $11,426-82.4% |