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 | $114,962 | $77,813+47.7% | $123,544-6.9% | $64,186+79.1% |
| Participation rate | 68.0% | 74.7%-6.7pp | 82.3%-14.3pp | 69.6%-1.6pp |
| Annual return | -5.31% | 12.48%-17.8pp | 119.20%-124.5pp | 7.63%-12.9pp |
| Employer contribution / active EE | $1,000 | $3,014-66.8% | $4,628-78.4% | $2,381-58.0% |
| Participant deferral / active EE | $7,428 | $5,240+41.8% | $6,426+15.6% | $3,470+114.1% |
| Admin fee / account holder | $10,809 | $5,519+95.9% | $9,284+16.4% | $4,888+121.1% |