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 8-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 | $75,213 | $54,350+38.4% | $82,719-9.1% | $68,494+9.8% |
| Participation rate | 46.5% | 63.9%-17.4pp | 72.6%-26.0pp | 67.9%-21.4pp |
| Annual return | -17.40% | -13.67%-3.7pp | 701.18%-718.6pp | -7.84%-9.6pp |
| Employer contribution / active EE | $2,364 | $2,218+6.6% | $3,009-21.4% | $2,596-8.9% |
| Participant deferral / active EE | $5,681 | $3,246+75.0% | $4,395+29.3% | $4,027+41.1% |
| Admin fee / account holder | $2,341 | $4,395-46.7% | $5,329-56.1% | $5,403-56.7% |