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 9-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 | $15,413 | $54,350-71.6% | $82,719-81.4% | $68,494-77.5% |
| Participation rate | 52.6% | 63.9%-11.3pp | 72.6%-19.9pp | 67.9%-15.3pp |
| Annual return | -12.14% | -13.67%+1.5pp | 701.18%-713.3pp | -7.84%-4.3pp |
| Employer contribution / active EE | $1,012 | $2,218-54.4% | $3,009-66.4% | $2,596-61.0% |
| Participant deferral / active EE | $1,691 | $3,246-47.9% | $4,395-61.5% | $4,027-58.0% |
| Admin fee / account holder | $5,582 | $4,395+27.0% | $5,329+4.7% | $5,403+3.3% |