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 | $115,184 | $57,354+100.8% | $83,848+37.4% | $64,186+79.5% |
| Participation rate | 44.8% | 68.6%-23.8pp | 76.1%-31.3pp | 69.6%-24.7pp |
| Annual return | -5.05% | 11.38%-16.4pp | 850.88%-855.9pp | 7.63%-12.7pp |
| Employer contribution / active EE | $1,606 | $2,545-36.9% | $3,631-55.8% | $2,381-32.6% |
| Participant deferral / active EE | $2,378 | $2,993-20.5% | $4,082-41.7% | $3,470-31.4% |
| Admin fee / account holder | $6,158 | $4,046+52.2% | $5,478+12.4% | $4,888+26.0% |