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 | $91,670 | $56,484+62.3% | $169,463-45.9% | $64,186+42.8% |
| Participation rate | 36.1% | 64.5%-28.4pp | 77.8%-41.7pp | 69.6%-33.5pp |
| Annual return | -6.30% | -1.55%-4.7pp | 1.83%-8.1pp | 7.63%-13.9pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $4,159-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,417 | $3,448-29.9% | $5,277-54.2% | $3,470-30.3% |
| Admin fee / account holder | $829 | $4,174-80.1% | $9,109-90.9% | $4,888-83.0% |