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 | $45,603 | $73,867-38.3% | $143,757-68.3% | $68,494-33.4% |
| Participation rate | 62.1% | 66.7%-4.6pp | 80.3%-18.2pp | 67.9%-5.8pp |
| Annual return | -14.79% | 1.01%-15.8pp | -0.04%-14.8pp | -7.84%-6.9pp |
| Employer contribution / active EE | $1,555 | $3,184-51.2% | $4,951-68.6% | $2,596-40.1% |
| Participant deferral / active EE | $3,045 | $3,384-10.0% | $5,637-46.0% | $4,027-24.4% |
| Admin fee / account holder | $719 | $5,755-87.5% | $14,673-95.1% | $5,403-86.7% |