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 | $113,515 | $72,404+56.8% | $110,238+3.0% | $64,186+76.9% |
| Participation rate | 68.6% | 73.3%-4.8pp | 79.8%-11.2pp | 69.6%-1.0pp |
| Annual return | -4.42% | -6.29%+1.9pp | 314.74%-319.2pp | 7.63%-12.1pp |
| Employer contribution / active EE | $2,620 | $2,282+14.8% | $3,826-31.5% | $2,381+10.0% |
| Participant deferral / active EE | $6,010 | $3,469+73.2% | $4,672+28.6% | $3,470+73.2% |
| Admin fee / account holder | $9,750 | $5,664+72.1% | $8,547+14.1% | $4,888+99.5% |