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 | $182,470 | $81,900+122.8% | $119,609+52.6% | $68,494+166.4% |
| Participation rate | 42.9% | 71.9%-29.0pp | 79.3%-36.4pp | 67.9%-25.0pp |
| Annual return | -12.55% | -23.82%+11.3pp | -14.97%+2.4pp | -7.84%-4.7pp |
| Employer contribution / active EE | $2,444 | $2,693-9.3% | $4,232-42.2% | $2,596-5.9% |
| Participant deferral / active EE | $6,802 | $4,148+64.0% | $5,602+21.4% | $4,027+68.9% |
| Admin fee / account holder | $2,973 | $6,582-54.8% | $10,323-71.2% | $5,403-45.0% |