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 8-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 | $39,213 | $42,383-7.5% | $76,523-48.8% | $64,186-38.9% |
| Participation rate | 40.3% | 58.1%-17.8pp | 68.0%-27.7pp | 69.6%-29.3pp |
| Annual return | -5.16% | -16.54%+11.4pp | -0.27%-4.9pp | 7.63%-12.8pp |
| Employer contribution / active EE | $504 | $1,563-67.7% | $2,647-80.9% | $2,381-78.8% |
| Participant deferral / active EE | $1,821 | $2,566-29.0% | $3,835-52.5% | $3,470-47.5% |
| Admin fee / account holder | $2,343 | $3,198-26.7% | $4,848-51.7% | $4,888-52.1% |