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 | $218,128 | $53,162+310.3% | $91,220+139.1% | $68,494+218.5% |
| Participation rate | 63.3% | 63.2%+0.1pp | 73.2%-9.9pp | 67.9%-4.6pp |
| Annual return | -15.54% | -3.14%-12.4pp | 114.01%-129.6pp | -7.84%-7.7pp |
| Employer contribution / active EE | $1,999 | $1,709+17.0% | $2,850-29.8% | $2,596-23.0% |
| Participant deferral / active EE | $2,128 | $2,974-28.5% | $4,234-49.7% | $4,027-47.2% |
| Admin fee / account holder | $15,408 | $4,493+242.9% | $5,420+184.3% | $5,403+185.2% |