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 | $136,160 | $49,177+176.9% | $79,464+71.3% | $64,186+112.1% |
| Participation rate | 20.7% | 65.0%-44.3pp | 73.3%-52.7pp | 69.6%-48.9pp |
| Annual return | -6.72% | -1.16%-5.6pp | 718.14%-724.9pp | 7.63%-14.4pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,454 | $2,821-48.5% | $3,704-60.7% | $3,470-58.1% |
| Admin fee / account holder | $4,779 | $3,839+24.5% | $5,113-6.5% | $4,888-2.2% |