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 | $145,001 | $148,534-2.4% | $135,903+6.7% | $139,434+4.0% |
| Participation rate | 33.3% | 83.9%-50.5pp | 81.9%-48.6pp | 80.3%-47.0pp |
| Annual return | 12.21% | 79.19%-67.0pp | 68.23%-56.0pp | 372.94%-360.7pp |
| Employer contribution / active EE | $1,975 | $5,243-62.3% | $4,856-59.3% | $4,751-58.4% |
| Participant deferral / active EE | $6,596 | $8,100-18.6% | $7,758-15.0% | $6,710-1.7% |
| Admin fee / account holder | $95,190 | $12,400+667.7% | $10,762+784.5% | $11,403+734.8% |