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 | $35,467 | $42,383-16.3% | $76,523-53.7% | $64,186-44.7% |
| Participation rate | 48.9% | 58.1%-9.3pp | 68.0%-19.1pp | 69.6%-20.7pp |
| Annual return | -4.94% | -16.54%+11.6pp | -0.27%-4.7pp | 7.63%-12.6pp |
| Employer contribution / active EE | $786 | $1,563-49.7% | $2,647-70.3% | $2,381-67.0% |
| Participant deferral / active EE | $1,255 | $2,566-51.1% | $3,835-67.3% | $3,470-63.8% |
| Admin fee / account holder | $428 | $3,198-86.6% | $4,848-91.2% | $4,888-91.2% |