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 | $80,275 | $42,383+89.4% | $76,523+4.9% | $64,186+25.1% |
| Participation rate | 50.0% | 58.1%-8.1pp | 68.0%-18.0pp | 69.6%-19.6pp |
| Annual return | -6.39% | -16.54%+10.1pp | -0.27%-6.1pp | 7.63%-14.0pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,327 | $2,566-9.3% | $3,835-39.3% | $3,470-32.9% |
| Admin fee / account holder | $10,158 | $3,198+217.7% | $4,848+109.5% | $4,888+107.8% |