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 | $15,310 | $73,867-79.3% | $143,757-89.3% | $68,494-77.6% |
| Participation rate | 48.9% | 66.7%-17.7pp | 80.3%-31.4pp | 67.9%-19.0pp |
| Annual return | -9.86% | 1.01%-10.9pp | -0.04%-9.8pp | -7.84%-2.0pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,350 | $3,384-60.1% | $5,637-76.0% | $4,027-66.5% |
| Admin fee / account holder | $570 | $5,755-90.1% | $14,673-96.1% | $5,403-89.4% |