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 | $119,163 | $48,265+146.9% | $68,791+73.2% | $68,494+74.0% |
| Participation rate | 50.0% | 60.7%-10.7pp | 69.0%-19.0pp | 67.9%-17.9pp |
| Annual return | -16.29% | -12.71%-3.6pp | -6.38%-9.9pp | -7.84%-8.4pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,655-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,234 | $2,867-22.1% | $3,941-43.3% | $4,027-44.5% |
| Admin fee / account holder | $4,620 | $4,355+6.1% | $4,932-6.3% | $5,403-14.5% |