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 | $125,029 | $81,900+52.7% | $119,609+4.5% | $68,494+82.5% |
| Participation rate | 58.3% | 71.9%-13.6pp | 79.3%-20.9pp | 67.9%-9.6pp |
| Annual return | -16.79% | -23.82%+7.0pp | -14.97%-1.8pp | -7.84%-8.9pp |
| Employer contribution / active EE | $0 | $2,693-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,103 | $4,148-49.3% | $5,602-62.5% | $4,027-47.8% |
| Admin fee / account holder | $1,421 | $6,582-78.4% | $10,323-86.2% | $5,403-73.7% |