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 9-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 | $10,809 | $54,350-80.1% | $82,719-86.9% | $68,494-84.2% |
| Participation rate | 43.8% | 63.9%-20.2pp | 72.6%-28.8pp | 67.9%-24.1pp |
| Annual return | -19.38% | -13.67%-5.7pp | 701.18%-720.6pp | -7.84%-11.5pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,700 | $3,246+44.8% | $4,395+6.9% | $4,027+16.7% |
| Admin fee / account holder | $8,471 | $4,395+92.7% | $5,329+59.0% | $5,403+56.8% |