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 | $144,011 | $73,867+95.0% | $143,757+0.2% | $68,494+110.3% |
| Participation rate | 54.5% | 66.7%-12.1pp | 80.3%-25.8pp | 67.9%-13.3pp |
| Annual return | -16.80% | 1.01%-17.8pp | -0.04%-16.8pp | -7.84%-9.0pp |
| Employer contribution / active EE | $596 | $3,184-81.3% | $4,951-88.0% | $2,596-77.0% |
| Participant deferral / active EE | $1,880 | $3,384-44.5% | $5,637-66.7% | $4,027-53.3% |
| Admin fee / account holder | $3,035 | $5,755-47.3% | $14,673-79.3% | $5,403-43.8% |