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 | $38,668 | $54,350-28.9% | $82,719-53.3% | $68,494-43.5% |
| Participation rate | 50.0% | 63.9%-13.9pp | 72.6%-22.6pp | 67.9%-17.9pp |
| Annual return | -15.89% | -13.67%-2.2pp | 701.18%-717.1pp | -7.84%-8.0pp |
| Employer contribution / active EE | $723 | $2,218-67.4% | $3,009-76.0% | $2,596-72.2% |
| Participant deferral / active EE | $4,459 | $3,246+37.4% | $4,395+1.4% | $4,027+10.7% |
| Admin fee / account holder | $3,252 | $4,395-26.0% | $5,329-39.0% | $5,403-39.8% |