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 7-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 | $17,244 | $97,044-82.2% | $83,333-79.3% | $135,375-87.3% |
| Participation rate | 53.3% | 80.4%-27.1pp | 77.8%-24.4pp | 82.6%-29.3pp |
| Annual return | -3.76% | 12.31%-16.1pp | 10.63%-14.4pp | 519.73%-523.5pp |
| Employer contribution / active EE | $1,623 | $4,143-60.8% | $3,379-52.0% | $4,779-66.0% |
| Participant deferral / active EE | $3,803 | $5,964-36.2% | $5,565-31.7% | $5,609-32.2% |
| Admin fee / account holder | $17,718 | $8,380+111.4% | $7,510+135.9% | $10,827+63.6% |