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 7-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 | $19,537 | $84,527-76.9% | $67,711-71.1% | $125,391-84.4% |
| Participation rate | 55.6% | 74.8%-19.2pp | 67.5%-12.0pp | 83.2%-27.6pp |
| Annual return | -1.27% | 2.57%-3.8pp | 25.41%-26.7pp | 282.22%-283.5pp |
| Employer contribution / active EE | $2,678 | $3,292-18.6% | $2,559+4.6% | $4,866-45.0% |
| Participant deferral / active EE | $6,036 | $4,429+36.3% | $3,585+68.4% | $5,352+12.8% |
| Admin fee / account holder | $7,083 | $5,340+32.6% | $4,255+66.5% | $9,540-25.8% |