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 | $35,505 | $71,883-50.6% | $86,677-59.0% | $68,494-48.2% |
| Participation rate | 63.5% | 72.2%-8.8pp | 76.6%-13.1pp | 67.9%-4.4pp |
| Annual return | -14.03% | 3.52%-17.6pp | 35.91%-49.9pp | -7.84%-6.2pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,990 | $3,779-20.9% | $4,656-35.8% | $4,027-25.8% |
| Admin fee / account holder | $6,140 | $6,112+0.5% | $7,493-18.1% | $5,403+13.7% |