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 | $32,225 | $42,894-24.9% | $60,874-47.1% | $68,494-53.0% |
| Participation rate | 61.3% | 66.8%-5.5pp | 73.1%-11.8pp | 67.9%-6.6pp |
| Annual return | -17.33% | -13.98%-3.3pp | 16.90%-34.2pp | -7.84%-9.5pp |
| Employer contribution / active EE | $1,292 | $1,978-34.7% | $2,701-52.2% | $2,596-50.2% |
| Participant deferral / active EE | $2,716 | $2,867-5.3% | $3,817-28.8% | $4,027-32.6% |
| Admin fee / account holder | $1,227 | $3,101-60.4% | $3,224-61.9% | $5,403-77.3% |