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 | $96,506 | $49,451+95.2% | $79,550+21.3% | $66,914+44.2% |
| Participation rate | 42.3% | 61.3%-19.0pp | 69.5%-27.1pp | 69.8%-27.5pp |
| Annual return | -17.00% | 84.25%-101.2pp | 0.16%-17.2pp | 1.58%-18.6pp |
| Employer contribution / active EE | $1,078 | $1,266-14.9% | $2,413-55.3% | $2,544-57.6% |
| Participant deferral / active EE | $4,313 | $3,159+36.6% | $3,985+8.2% | $4,237+1.8% |
| Admin fee / account holder | $6,811 | $595+1045.6% | $6,832-0.3% | $593+1048.1% |