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 | $170,261 | $50,958+234.1% | $74,550+128.4% | $64,186+165.3% |
| Participation rate | 46.3% | 61.1%-14.7pp | 69.1%-22.8pp | 69.6%-23.2pp |
| Annual return | -7.00% | -1.86%-5.1pp | 32.53%-39.5pp | 7.63%-14.6pp |
| Employer contribution / active EE | $1,432 | $1,115+28.4% | $1,961-27.0% | $2,381-39.8% |
| Participant deferral / active EE | $4,191 | $2,301+82.1% | $3,108+34.8% | $3,470+20.8% |
| Admin fee / account holder | $1,309 | $4,223-69.0% | $5,060-74.1% | $4,888-73.2% |