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 4-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 | $72,299 | $91,538-21.0% | $129,995-44.4% | $75,163-3.8% |
| Participation rate | 64.3% | 71.4%-7.2pp | 78.5%-14.2pp | 67.2%-2.9pp |
| Annual return | 18.57% | -631.11%+649.7pp | -137.18%+155.7pp | 160.62%-142.0pp |
| Employer contribution / active EE | $6,521 | $2,845+129.2% | $4,320+51.0% | $2,670+144.3% |
| Participant deferral / active EE | $10,566 | $4,341+143.4% | $5,820+81.5% | $4,125+156.1% |
| Admin fee / account holder | $5,874 | $6,790-13.5% | $10,614-44.7% | $5,651+4.0% |