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 | $34,341 | $43,327-20.7% | $59,878-42.6% | $64,186-46.5% |
| Participation rate | 51.1% | 69.2%-18.0pp | 74.7%-23.6pp | 69.6%-18.4pp |
| Annual return | -5.10% | -1.55%-3.5pp | 3.46%-8.6pp | 7.63%-12.7pp |
| Employer contribution / active EE | $0 | $2,028-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,675 | $2,546-34.2% | $3,402-50.8% | $3,470-51.7% |
| Admin fee / account holder | $1,062 | $3,005-64.7% | $3,590-70.4% | $4,888-78.3% |