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 | $147,544 | $82,664+78.5% | $125,339+17.7% | $68,494+115.4% |
| Participation rate | 67.7% | 75.0%-7.3pp | 82.4%-14.6pp | 67.9%-0.1pp |
| Annual return | -17.37% | -5.97%-11.4pp | 572.05%-589.4pp | -7.84%-9.5pp |
| Employer contribution / active EE | $2,436 | $3,381-27.9% | $4,814-49.4% | $2,596-6.2% |
| Participant deferral / active EE | $6,523 | $6,110+6.8% | $7,446-12.4% | $4,027+62.0% |
| Admin fee / account holder | $1,470 | $6,275-76.6% | $10,010-85.3% | $5,403-72.8% |