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 | $89,631 | $49,280+81.9% | $67,313+33.2% | $64,186+39.6% |
| Participation rate | 40.3% | 60.8%-20.5pp | 69.1%-28.8pp | 69.6%-29.3pp |
| Annual return | -5.49% | -1.39%-4.1pp | -4.08%-1.4pp | 7.63%-13.1pp |
| Employer contribution / active EE | $0 | $1,668-100.0% | $2,566-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,889 | $2,484-24.0% | $3,568-47.1% | $3,470-45.6% |
| Admin fee / account holder | $2,322 | $3,863-39.9% | $4,507-48.5% | $4,888-52.5% |