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 | $127,280 | $73,867+72.3% | $143,757-11.5% | $68,494+85.8% |
| Participation rate | 52.1% | 66.7%-14.5pp | 80.3%-28.2pp | 67.9%-15.8pp |
| Annual return | -10.31% | 1.01%-11.3pp | -0.04%-10.3pp | -7.84%-2.5pp |
| Employer contribution / active EE | $922 | $3,184-71.0% | $4,951-81.4% | $2,596-64.5% |
| Participant deferral / active EE | $3,831 | $3,384+13.2% | $5,637-32.0% | $4,027-4.9% |
| Admin fee / account holder | $4,931 | $5,755-14.3% | $14,673-66.4% | $5,403-8.7% |