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 | $25,889 | $45,863-43.6% | $77,024-66.4% | $68,494-62.2% |
| Participation rate | 61.4% | 55.9%+5.5pp | 67.9%-6.5pp | 67.9%-6.5pp |
| Annual return | -19.07% | 1.72%-20.8pp | 42.32%-61.4pp | -7.84%-11.2pp |
| Employer contribution / active EE | $1,013 | $1,650-38.6% | $2,812-64.0% | $2,596-61.0% |
| Participant deferral / active EE | $2,098 | $2,962-29.2% | $4,426-52.6% | $4,027-47.9% |
| Admin fee / account holder | $2,087 | $3,041-31.4% | $5,425-61.5% | $5,403-61.4% |