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 | $123,792 | $48,265+156.5% | $68,791+80.0% | $68,494+80.7% |
| Participation rate | 38.5% | 60.7%-22.2pp | 69.0%-30.6pp | 67.9%-29.4pp |
| Annual return | -11.22% | -12.71%+1.5pp | -6.38%-4.8pp | -7.84%-3.4pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,655-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,609 | $2,867-43.9% | $3,941-59.2% | $4,027-60.0% |
| Admin fee / account holder | $2,235 | $4,355-48.7% | $4,932-54.7% | $5,403-58.6% |