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 | $104,107 | $62,586+66.3% | $76,768+35.6% | $64,186+62.2% |
| Participation rate | 63.3% | 72.8%-9.5pp | 77.0%-13.7pp | 69.6%-6.3pp |
| Annual return | -5.19% | -1.95%-3.2pp | 2.43%-7.6pp | 7.63%-12.8pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,698 | $3,145-46.0% | $3,852-55.9% | $3,470-51.0% |
| Admin fee / account holder | $9,969 | $4,667+113.6% | $6,675+49.3% | $4,888+103.9% |