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 7-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 | $39,618 | $82,286-51.9% | $68,791-42.4% | $134,475-70.5% |
| Participation rate | 50.0% | 75.1%-25.1pp | 69.0%-19.0pp | 81.2%-31.2pp |
| Annual return | -12.62% | -2.19%-10.4pp | -6.38%-6.2pp | 417.96%-430.6pp |
| Employer contribution / active EE | $1,287 | $3,301-61.0% | $2,655-51.5% | $4,740-72.8% |
| Participant deferral / active EE | $5,435 | $4,739+14.7% | $3,941+37.9% | $6,400-15.1% |
| Admin fee / account holder | $808 | $6,481-87.5% | $4,932-83.6% | $11,426-92.9% |