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 | $32,167 | $67,331-52.2% | $60,874-47.2% | $134,475-76.1% |
| Participation rate | 25.0% | 76.2%-51.2pp | 73.1%-48.1pp | 81.2%-56.2pp |
| Annual return | -15.37% | 49.93%-65.3pp | 16.90%-32.3pp | 417.96%-433.3pp |
| Employer contribution / active EE | $865 | $3,096-72.1% | $2,701-68.0% | $4,740-81.7% |
| Participant deferral / active EE | $1,730 | $4,538-61.9% | $3,817-54.7% | $6,400-73.0% |
| Admin fee / account holder | $5,190 | $4,582+13.3% | $3,224+61.0% | $11,426-54.6% |