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 | $46,075 | $50,958-9.6% | $74,550-38.2% | $64,186-28.2% |
| Participation rate | 56.4% | 61.1%-4.6pp | 69.1%-12.7pp | 69.6%-13.2pp |
| Annual return | -5.44% | -1.86%-3.6pp | 32.53%-38.0pp | 7.63%-13.1pp |
| Employer contribution / active EE | $569 | $1,115-49.0% | $1,961-71.0% | $2,381-76.1% |
| Participant deferral / active EE | $1,591 | $2,301-30.9% | $3,108-48.8% | $3,470-54.2% |
| Admin fee / account holder | $859 | $4,223-79.7% | $5,060-83.0% | $4,888-82.4% |