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 5-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 | $143,108 | $52,279+173.7% | $89,391+60.1% | $79,858+79.2% |
| Participation rate | 48.0% | 57.5%-9.5pp | 68.0%-20.0pp | 69.6%-21.6pp |
| Annual return | 0.00% | 22.16%-22.2pp | 245.62%-245.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $610 | $1,572-61.2% | $2,586-76.4% | $2,471-75.3% |
| Participant deferral / active EE | $1,587 | $2,740-42.1% | $3,890-59.2% | $3,740-57.6% |
| Admin fee / account holder | $30,682 | $3,356+814.1% | $4,881+528.6% | $5,306+478.2% |