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 | $38,459 | $71,883-46.5% | $86,677-55.6% | $68,494-43.9% |
| Participation rate | 51.1% | 72.2%-21.2pp | 76.6%-25.5pp | 67.9%-16.8pp |
| Annual return | -17.43% | 3.52%-21.0pp | 35.91%-53.3pp | -7.84%-9.6pp |
| Employer contribution / active EE | $688 | $2,173-68.3% | $2,836-75.7% | $2,596-73.5% |
| Participant deferral / active EE | $1,781 | $3,779-52.9% | $4,656-61.7% | $4,027-55.8% |
| Admin fee / account holder | $10,462 | $6,112+71.2% | $7,493+39.6% | $5,403+93.6% |