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 | $47,782 | $64,707-26.2% | $112,228-57.4% | $68,494-30.2% |
| Participation rate | 48.9% | 67.2%-18.3pp | 75.1%-26.2pp | 67.9%-19.0pp |
| Annual return | -16.65% | -11.40%-5.2pp | 27.45%-44.1pp | -7.84%-8.8pp |
| Employer contribution / active EE | $780 | $2,746-71.6% | $3,635-78.5% | $2,596-70.0% |
| Participant deferral / active EE | $3,744 | $3,565+5.0% | $4,728-20.8% | $4,027-7.0% |
| Admin fee / account holder | $5,341 | $5,232+2.1% | $6,410-16.7% | $5,403-1.1% |