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 | $24,733 | $64,707-61.8% | $112,228-78.0% | $68,494-63.9% |
| Participation rate | 34.3% | 67.2%-32.8pp | 75.1%-40.7pp | 67.9%-33.6pp |
| Annual return | -17.71% | -11.40%-6.3pp | 27.45%-45.2pp | -7.84%-9.9pp |
| Employer contribution / active EE | $973 | $2,746-64.6% | $3,635-73.2% | $2,596-62.5% |
| Participant deferral / active EE | $2,056 | $3,565-42.3% | $4,728-56.5% | $4,027-49.0% |
| Admin fee / account holder | $1,076 | $5,232-79.4% | $6,410-83.2% | $5,403-80.1% |