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 | $161,749 | $42,894+277.1% | $60,874+165.7% | $68,494+136.1% |
| Participation rate | 10.7% | 66.8%-56.1pp | 73.1%-62.4pp | 67.9%-57.2pp |
| Annual return | -18.08% | -13.98%-4.1pp | 16.90%-35.0pp | -7.84%-10.2pp |
| Employer contribution / active EE | $501 | $1,978-74.7% | $2,701-81.5% | $2,596-80.7% |
| Participant deferral / active EE | $1,336 | $2,867-53.4% | $3,817-65.0% | $4,027-66.8% |
| Admin fee / account holder | $21,971 | $3,101+608.6% | $3,224+581.4% | $5,403+306.7% |