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 | $201,153 | $149,333+34.7% | $106,387+89.1% | $135,375+48.6% |
| Participation rate | 66.7% | 81.5%-14.8pp | 77.5%-10.8pp | 82.6%-16.0pp |
| Annual return | -8.05% | 0.52%-8.6pp | 0.25%-8.3pp | 519.73%-527.8pp |
| Employer contribution / active EE | $13,304 | $4,984+166.9% | $3,520+278.0% | $4,779+178.4% |
| Participant deferral / active EE | $0 | $7,230-100.0% | $5,421-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,136 | $15,952-92.9% | $7,510-84.9% | $10,827-89.5% |