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 | $34,043 | $77,813-56.3% | $123,544-72.4% | $64,186-47.0% |
| Participation rate | 47.5% | 74.7%-27.2pp | 82.3%-34.8pp | 69.6%-22.1pp |
| Annual return | -5.20% | 12.48%-17.7pp | 119.20%-124.4pp | 7.63%-12.8pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $8,867 | $5,240+69.2% | $6,426+38.0% | $3,470+155.6% |
| Admin fee / account holder | $13,789 | $5,519+149.9% | $9,284+48.5% | $4,888+182.1% |