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 | $116,940 | $72,404+61.5% | $110,238+6.1% | $64,186+82.2% |
| Participation rate | 69.5% | 73.3%-3.8pp | 79.8%-10.3pp | 69.6%-0.1pp |
| Annual return | -1.49% | -6.29%+4.8pp | 314.74%-316.2pp | 7.63%-9.1pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,826-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,743 | $3,469+36.7% | $4,672+1.5% | $3,470+36.7% |
| Admin fee / account holder | $988 | $5,664-82.6% | $8,547-88.4% | $4,888-79.8% |