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 9-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 | $68,400 | $71,883-4.8% | $86,677-21.1% | $68,494-0.1% |
| Participation rate | 41.9% | 72.2%-30.4pp | 76.6%-34.7pp | 67.9%-26.0pp |
| Annual return | -12.76% | 3.52%-16.3pp | 35.91%-48.7pp | -7.84%-4.9pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,032 | $3,779-46.2% | $4,656-56.3% | $4,027-49.5% |
| Admin fee / account holder | $16,327 | $6,112+167.1% | $7,493+117.9% | $5,403+202.2% |