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 | $124,480 | $110,094+13.1% | $151,611-17.9% | $68,494+81.7% |
| Participation rate | 40.7% | 84.0%-43.2pp | 87.5%-46.8pp | 67.9%-27.1pp |
| Annual return | 0.99% | -10.12%+11.1pp | 3.33%-2.3pp | -7.84%+8.8pp |
| Employer contribution / active EE | $1,892 | $4,471-57.7% | $6,166-69.3% | $2,596-27.1% |
| Participant deferral / active EE | $6,472 | $6,527-0.8% | $8,363-22.6% | $4,027+60.7% |
| Admin fee / account holder | $1,191 | $7,719-84.6% | $11,616-89.7% | $5,403-78.0% |