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 | $105,856 | $73,004+45.0% | $90,749+16.6% | $68,494+54.5% |
| Participation rate | 39.3% | 70.8%-31.5pp | 75.7%-36.4pp | 67.9%-28.6pp |
| Annual return | -17.03% | -13.81%-3.2pp | -12.16%-4.9pp | -7.84%-9.2pp |
| Employer contribution / active EE | $916 | $2,193-58.3% | $2,921-68.7% | $2,596-64.7% |
| Participant deferral / active EE | $2,852 | $3,627-21.3% | $4,564-37.5% | $4,027-29.2% |
| Admin fee / account holder | $2,197 | $5,896-62.7% | $8,445-74.0% | $5,403-59.3% |