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 | $121,999 | $53,162+129.5% | $91,220+33.7% | $68,494+78.1% |
| Participation rate | 62.1% | 63.2%-1.1pp | 73.2%-11.1pp | 67.9%-5.8pp |
| Annual return | -13.37% | -3.14%-10.2pp | 114.01%-127.4pp | -7.84%-5.5pp |
| Employer contribution / active EE | $3,493 | $1,709+104.4% | $2,850+22.6% | $2,596+34.5% |
| Participant deferral / active EE | $3,868 | $2,974+30.1% | $4,234-8.6% | $4,027-4.0% |
| Admin fee / account holder | $968 | $4,493-78.5% | $5,420-82.1% | $5,403-82.1% |