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 | $52,863 | $59,107-10.6% | $86,436-38.8% | $68,494-22.8% |
| Participation rate | 49.1% | 75.2%-26.1pp | 80.3%-31.2pp | 67.9%-18.8pp |
| Annual return | -17.92% | -0.23%-17.7pp | 4394.89%-4412.8pp | -7.84%-10.1pp |
| Employer contribution / active EE | $1,695 | $2,519-32.7% | $3,769-55.0% | $2,596-34.7% |
| Participant deferral / active EE | $3,363 | $5,901-43.0% | $6,952-51.6% | $4,027-16.5% |
| Admin fee / account holder | $6,760 | $5,637+19.9% | $6,731+0.4% | $5,403+25.1% |