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 | $43,057 | $82,664-47.9% | $125,339-65.6% | $68,494-37.1% |
| Participation rate | 45.6% | 75.0%-29.5pp | 82.4%-36.8pp | 67.9%-22.3pp |
| Annual return | -16.79% | -5.97%-10.8pp | 572.05%-588.8pp | -7.84%-8.9pp |
| Employer contribution / active EE | $1,099 | $3,381-67.5% | $4,814-77.2% | $2,596-57.7% |
| Participant deferral / active EE | $2,777 | $6,110-54.6% | $7,446-62.7% | $4,027-31.0% |
| Admin fee / account holder | $3,589 | $6,275-42.8% | $10,010-64.1% | $5,403-33.6% |