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 | $82,514 | $43,723+88.7% | $121,196-31.9% | $64,186+28.6% |
| Participation rate | 56.7% | 58.3%-1.7pp | 71.7%-15.1pp | 69.6%-12.9pp |
| Annual return | -5.84% | 68.91%-74.8pp | 16.93%-22.8pp | 7.63%-13.5pp |
| Employer contribution / active EE | $1,289 | $1,296-0.6% | $4,022-68.0% | $2,381-45.9% |
| Participant deferral / active EE | $2,207 | $2,280-3.2% | $3,344-34.0% | $3,470-36.4% |
| Admin fee / account holder | $38,802 | $3,501+1008.3% | $5,019+673.1% | $4,888+693.8% |