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 | $79,422 | $73,867+7.5% | $143,757-44.8% | $68,494+16.0% |
| Participation rate | 55.2% | 66.7%-11.5pp | 80.3%-25.1pp | 67.9%-12.7pp |
| Annual return | -10.19% | 1.01%-11.2pp | -0.04%-10.1pp | -7.84%-2.3pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,885 | $3,384-44.3% | $5,637-66.6% | $4,027-53.2% |
| Admin fee / account holder | $6,861 | $5,755+19.2% | $14,673-53.2% | $5,403+27.0% |