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 | $92,706 | $73,867+25.5% | $143,757-35.5% | $68,494+35.3% |
| Participation rate | 29.3% | 66.7%-37.4pp | 80.3%-51.0pp | 67.9%-38.6pp |
| Annual return | -16.93% | 1.01%-17.9pp | -0.04%-16.9pp | -7.84%-9.1pp |
| Employer contribution / active EE | $934 | $3,184-70.7% | $4,951-81.1% | $2,596-64.0% |
| Participant deferral / active EE | $3,016 | $3,384-10.9% | $5,637-46.5% | $4,027-25.1% |
| Admin fee / account holder | $1,722 | $5,755-70.1% | $14,673-88.3% | $5,403-68.1% |