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 | $38,400 | $64,707-40.7% | $112,228-65.8% | $68,494-43.9% |
| Participation rate | 50.0% | 67.2%-17.2pp | 75.1%-25.1pp | 67.9%-17.9pp |
| Annual return | -15.58% | -11.40%-4.2pp | 27.45%-43.0pp | -7.84%-7.7pp |
| Employer contribution / active EE | $1,340 | $2,746-51.2% | $3,635-63.1% | $2,596-48.4% |
| Participant deferral / active EE | $1,692 | $3,565-52.5% | $4,728-64.2% | $4,027-58.0% |
| Admin fee / account holder | $1,478 | $5,232-71.8% | $6,410-76.9% | $5,403-72.7% |