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 | $14,778 | $73,867-80.0% | $143,757-89.7% | $68,494-78.4% |
| Participation rate | 63.2% | 66.7%-3.5pp | 80.3%-17.1pp | 67.9%-4.7pp |
| Annual return | -17.61% | 1.01%-18.6pp | -0.04%-17.6pp | -7.84%-9.8pp |
| Employer contribution / active EE | $817 | $3,184-74.3% | $4,951-83.5% | $2,596-68.5% |
| Participant deferral / active EE | $998 | $3,384-70.5% | $5,637-82.3% | $4,027-75.2% |
| Admin fee / account holder | $1,194 | $5,755-79.3% | $14,673-91.9% | $5,403-77.9% |