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 6-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 | $44,203 | $72,404-38.9% | $110,238-59.9% | $64,186-31.1% |
| Participation rate | 57.5% | 73.3%-15.8pp | 79.8%-22.3pp | 69.6%-12.1pp |
| Annual return | -6.60% | -6.29%-0.3pp | 314.74%-321.3pp | 7.63%-14.2pp |
| Employer contribution / active EE | $1,092 | $2,282-52.1% | $3,826-71.5% | $2,381-54.1% |
| Participant deferral / active EE | $1,745 | $3,469-49.7% | $4,672-62.6% | $3,470-49.7% |
| Admin fee / account holder | $2,390 | $5,664-57.8% | $8,547-72.0% | $4,888-51.1% |