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 | $154,633 | $76,000+103.5% | $154,107+0.3% | $64,186+140.9% |
| Participation rate | 57.5% | 70.4%-12.9pp | 83.0%-25.5pp | 69.6%-12.1pp |
| Annual return | -5.76% | 30.32%-36.1pp | 735.12%-740.9pp | 7.63%-13.4pp |
| Employer contribution / active EE | $3,084 | $3,351-8.0% | $5,298-41.8% | $2,381+29.5% |
| Participant deferral / active EE | $5,555 | $3,175+75.0% | $5,081+9.3% | $3,470+60.1% |
| Admin fee / account holder | $4,076 | $5,596-27.2% | $13,411-69.6% | $4,888-16.6% |