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 | $32,285 | $56,484-42.8% | $169,463-80.9% | $64,186-49.7% |
| Participation rate | 46.1% | 64.5%-18.5pp | 77.8%-31.7pp | 69.6%-23.5pp |
| Annual return | -7.22% | -1.55%-5.7pp | 1.83%-9.1pp | 7.63%-14.9pp |
| Employer contribution / active EE | $917 | $1,832-49.9% | $4,159-77.9% | $2,381-61.5% |
| Participant deferral / active EE | $1,395 | $3,448-59.5% | $5,277-73.6% | $3,470-59.8% |
| Admin fee / account holder | $392 | $4,174-90.6% | $9,109-95.7% | $4,888-92.0% |