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 6-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 | $107,393 | $56,357+90.6% | $104,294+3.0% | $68,494+56.8% |
| Participation rate | 60.6% | 63.3%-2.6pp | 73.3%-12.7pp | 67.9%-7.3pp |
| Annual return | -15.91% | -9.19%-6.7pp | 24.61%-40.5pp | -7.84%-8.1pp |
| Employer contribution / active EE | $1,684 | $1,960-14.1% | $3,372-50.1% | $2,596-35.2% |
| Participant deferral / active EE | $5,227 | $3,077+69.9% | $4,625+13.0% | $4,027+29.8% |
| Admin fee / account holder | $26,999 | $4,903+450.7% | $7,339+267.9% | $5,403+399.7% |