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 | $73,134 | $131,829-44.5% | $108,579-32.6% | $273,961-73.3% |
| Participation rate | 60.0% | 83.5%-23.5pp | 79.6%-19.6pp | 83.0%-23.0pp |
| Annual return | 2.38% | -91.57%+93.9pp | -51.70%+54.1pp | 41.45%-39.1pp |
| Employer contribution / active EE | $1,390 | $4,912-71.7% | $3,758-63.0% | $4,869-71.5% |
| Participant deferral / active EE | $3,455 | $5,127-32.6% | $4,311-19.9% | $5,287-34.7% |
| Admin fee / account holder | $3,999 | $10,252-61.0% | $7,645-47.7% | $10,132-60.5% |