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 | $107,189 | $91,911+16.6% | $68,793+55.8% | $135,375-20.8% |
| Participation rate | 25.0% | 76.7%-51.7pp | 72.2%-47.2pp | 82.6%-57.6pp |
| Annual return | -6.14% | -8.22%+2.1pp | -4.63%-1.5pp | 519.73%-525.9pp |
| Employer contribution / active EE | $188 | $3,924-95.2% | $2,625-92.8% | $4,779-96.1% |
| Participant deferral / active EE | $792 | $4,315-81.7% | $3,311-76.1% | $5,609-85.9% |
| Admin fee / account holder | $1,434 | $9,240-84.5% | $5,131-72.1% | $10,827-86.8% |