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 | $43,993 | $73,867-40.4% | $143,757-69.4% | $68,494-35.8% |
| Participation rate | 44.1% | 66.7%-22.5pp | 80.3%-36.2pp | 67.9%-23.8pp |
| Annual return | -13.73% | 1.01%-14.7pp | -0.04%-13.7pp | -7.84%-5.9pp |
| Employer contribution / active EE | $571 | $3,184-82.1% | $4,951-88.5% | $2,596-78.0% |
| Participant deferral / active EE | $1,217 | $3,384-64.0% | $5,637-78.4% | $4,027-69.8% |
| Admin fee / account holder | $3,270 | $5,755-43.2% | $14,673-77.7% | $5,403-39.5% |