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 | $156,090 | $82,664+88.8% | $125,339+24.5% | $68,494+127.9% |
| Participation rate | 63.0% | 75.0%-12.1pp | 82.4%-19.4pp | 67.9%-4.9pp |
| Annual return | -15.05% | -5.97%-9.1pp | 572.05%-587.1pp | -7.84%-7.2pp |
| Employer contribution / active EE | $1,785 | $3,381-47.2% | $4,814-62.9% | $2,596-31.2% |
| Participant deferral / active EE | $4,818 | $6,110-21.2% | $7,446-35.3% | $4,027+19.6% |
| Admin fee / account holder | $494 | $6,275-92.1% | $10,010-95.1% | $5,403-90.9% |