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 | $33,990 | $67,411-49.6% | $91,001-62.6% | $70,131-51.5% |
| Participation rate | 54.7% | 71.4%-16.6pp | 75.6%-20.9pp | 69.5%-14.8pp |
| Annual return | 18.97% | -40.16%+59.1pp | 4.60%+14.4pp | 73.14%-54.2pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,536 | $2,823-45.6% | $3,547-56.7% | $3,332-53.9% |
| Admin fee / account holder | $7,995 | $4,236+88.7% | $5,417+47.6% | $4,645+72.1% |