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 | $148,456 | $82,664+79.6% | $125,339+18.4% | $68,494+116.7% |
| Participation rate | 54.9% | 75.0%-20.2pp | 82.4%-27.5pp | 67.9%-13.0pp |
| Annual return | -8.43% | -5.97%-2.5pp | 572.05%-580.5pp | -7.84%-0.6pp |
| Employer contribution / active EE | $3,838 | $3,381+13.5% | $4,814-20.3% | $2,596+47.8% |
| Participant deferral / active EE | $6,888 | $6,110+12.7% | $7,446-7.5% | $4,027+71.0% |
| Admin fee / account holder | $4,882 | $6,275-22.2% | $10,010-51.2% | $5,403-9.6% |