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 | $18,423 | $27,641-33.3% | $61,373-70.0% | $68,494-73.1% |
| Participation rate | 40.6% | 39.5%+1.1pp | 52.6%-11.9pp | 67.9%-27.3pp |
| Annual return | -19.14% | -13.24%-5.9pp | 338.61%-357.7pp | -7.84%-11.3pp |
| Employer contribution / active EE | $678 | $695-2.5% | $1,159-41.5% | $2,596-73.9% |
| Participant deferral / active EE | $1,821 | $1,263+44.2% | $2,125-14.3% | $4,027-54.8% |
| Admin fee / account holder | $3,060 | $2,010+52.3% | $2,130+43.7% | $5,403-43.4% |