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 9-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 | $27,503 | $81,900-66.4% | $119,609-77.0% | $68,494-59.8% |
| Participation rate | 40.8% | 71.9%-31.1pp | 79.3%-38.5pp | 67.9%-27.1pp |
| Annual return | -17.73% | -23.82%+6.1pp | -14.97%-2.8pp | -7.84%-9.9pp |
| Employer contribution / active EE | $786 | $2,693-70.8% | $4,232-81.4% | $2,596-69.7% |
| Participant deferral / active EE | $2,758 | $4,148-33.5% | $5,602-50.8% | $4,027-31.5% |
| Admin fee / account holder | $682 | $6,582-89.6% | $10,323-93.4% | $5,403-87.4% |