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 | $28,555 | $54,229-47.3% | $70,092-59.3% | $68,494-58.3% |
| Participation rate | 20.8% | 64.5%-43.7pp | 70.5%-49.6pp | 67.9%-47.1pp |
| Annual return | 7.18% | -13.87%+21.0pp | 190.73%-183.6pp | -7.84%+15.0pp |
| Employer contribution / active EE | $0 | $2,018-100.0% | $2,559-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,417 | $2,956-18.2% | $3,849-37.2% | $4,027-40.0% |
| Admin fee / account holder | $3,999 | $4,694-14.8% | $6,267-36.2% | $5,403-26.0% |