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 | $40,850 | $67,411-39.4% | $91,001-55.1% | $70,131-41.8% |
| Participation rate | 25.5% | 71.4%-45.8pp | 75.6%-50.1pp | 69.5%-44.0pp |
| Annual return | 17.33% | -40.16%+57.5pp | 4.60%+12.7pp | 73.14%-55.8pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,943 | $2,823-31.2% | $3,547-45.2% | $3,332-41.7% |
| Admin fee / account holder | $398 | $4,236-90.6% | $5,417-92.7% | $4,645-91.4% |