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 9-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 | $92,044 | $56,484+63.0% | $169,463-45.7% | $64,186+43.4% |
| Participation rate | 56.0% | 64.5%-8.5pp | 77.8%-21.8pp | 69.6%-13.6pp |
| Annual return | -3.32% | -1.55%-1.8pp | 1.83%-5.1pp | 7.63%-10.9pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $4,159-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,764 | $3,448+9.2% | $5,277-28.7% | $3,470+8.5% |
| Admin fee / account holder | $1,952 | $4,174-53.2% | $9,109-78.6% | $4,888-60.1% |