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 9-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 | $244,080 | $56,484+332.1% | $169,463+44.0% | $64,186+280.3% |
| Participation rate | 24.1% | 64.5%-40.4pp | 77.8%-53.6pp | 69.6%-45.4pp |
| Annual return | -3.50% | -1.55%-1.9pp | 1.83%-5.3pp | 7.63%-11.1pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $4,159-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,832 | $3,448-46.9% | $5,277-65.3% | $3,470-47.2% |
| Admin fee / account holder | $4,065 | $4,174-2.6% | $9,109-55.4% | $4,888-16.8% |