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 | $68,773 | $64,707+6.3% | $112,228-38.7% | $68,494+0.4% |
| Participation rate | 41.7% | 67.2%-25.5pp | 75.1%-33.4pp | 67.9%-26.2pp |
| Annual return | -12.36% | -11.40%-1.0pp | 27.45%-39.8pp | -7.84%-4.5pp |
| Employer contribution / active EE | $864 | $2,746-68.5% | $3,635-76.2% | $2,596-66.7% |
| Participant deferral / active EE | $2,475 | $3,565-30.6% | $4,728-47.7% | $4,027-38.6% |
| Admin fee / account holder | $3,980 | $5,232-23.9% | $6,410-37.9% | $5,403-26.3% |