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 | $94,780 | $49,177+92.7% | $79,464+19.3% | $64,186+47.7% |
| Participation rate | 50.0% | 65.0%-15.0pp | 73.3%-23.3pp | 69.6%-19.6pp |
| Annual return | -7.19% | -1.16%-6.0pp | 718.14%-725.3pp | 7.63%-14.8pp |
| Employer contribution / active EE | $2,037 | $2,076-1.9% | $2,800-27.3% | $2,381-14.5% |
| Participant deferral / active EE | $2,599 | $2,821-7.9% | $3,704-29.8% | $3,470-25.1% |
| Admin fee / account holder | $2,382 | $3,839-38.0% | $5,113-53.4% | $4,888-51.3% |