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 8-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 | $49,950 | $133,958-62.7% | $112,228-55.5% | $134,475-62.9% |
| Participation rate | 68.4% | 78.6%-10.1pp | 75.1%-6.6pp | 81.2%-12.8pp |
| Annual return | -18.97% | 47.11%-66.1pp | 27.45%-46.4pp | 417.96%-436.9pp |
| Employer contribution / active EE | $1,931 | $4,038-52.2% | $3,635-46.9% | $4,740-59.2% |
| Participant deferral / active EE | $5,742 | $5,291+8.5% | $4,728+21.5% | $6,400-10.3% |
| Admin fee / account holder | $1,027 | $7,489-86.3% | $6,410-84.0% | $11,426-91.0% |