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 | $162,332 | $82,664+96.4% | $125,339+29.5% | $68,494+137.0% |
| Participation rate | 67.9% | 75.0%-7.2pp | 82.4%-14.5pp | 67.9%0pp |
| Annual return | -14.47% | -5.97%-8.5pp | 572.05%-586.5pp | -7.84%-6.6pp |
| Employer contribution / active EE | $1,994 | $3,381-41.0% | $4,814-58.6% | $2,596-23.2% |
| Participant deferral / active EE | $7,419 | $6,110+21.4% | $7,446-0.4% | $4,027+84.2% |
| Admin fee / account holder | $530 | $6,275-91.6% | $10,010-94.7% | $5,403-90.2% |