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 | $140,394 | $42,894+227.3% | $60,874+130.6% | $68,494+105.0% |
| Participation rate | 39.8% | 66.8%-27.0pp | 73.1%-33.4pp | 67.9%-28.1pp |
| Annual return | -16.81% | -13.98%-2.8pp | 16.90%-33.7pp | -7.84%-9.0pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,701-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,806 | $2,867-37.0% | $3,817-52.7% | $4,027-55.2% |
| Admin fee / account holder | $3,587 | $3,101+15.7% | $3,224+11.3% | $5,403-33.6% |