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 | $99,062 | $48,300+105.1% | $40,145,923-99.8% | $62,891+57.5% |
| Participation rate | 62.6% | 62.0%+0.6pp | 68.4%-5.8pp | 69.3%-6.7pp |
| Annual return | 6.69% | 6.95%-0.3pp | 5.24%+1.5pp | 20.14%-13.4pp |
| Employer contribution / active EE | $0 | $1,333-100.0% | $1,844-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,554 | $2,388+48.8% | $2,591+37.2% | $3,203+11.0% |
| Admin fee / account holder | $19,225 | $2,919+558.7% | $2,903+562.2% | $4,296+347.6% |