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 10-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 | $47,923 | $73,867-35.1% | $143,757-66.7% | $68,494-30.0% |
| Participation rate | 63.4% | 66.7%-3.2pp | 80.3%-16.9pp | 67.9%-4.5pp |
| Annual return | -14.47% | 1.01%-15.5pp | -0.04%-14.4pp | -7.84%-6.6pp |
| Employer contribution / active EE | $1,780 | $3,184-44.1% | $4,951-64.0% | $2,596-31.4% |
| Participant deferral / active EE | $2,557 | $3,384-24.5% | $5,637-54.6% | $4,027-36.5% |
| Admin fee / account holder | $12,726 | $5,755+121.1% | $14,673-13.3% | $5,403+135.5% |