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 | $14,438 | $53,162-72.8% | $91,220-84.2% | $68,494-78.9% |
| Participation rate | 53.7% | 63.2%-9.6pp | 73.2%-19.5pp | 67.9%-14.2pp |
| Annual return | -19.66% | -3.14%-16.5pp | 114.01%-133.7pp | -7.84%-11.8pp |
| Employer contribution / active EE | $1,749 | $1,709+2.3% | $2,850-38.6% | $2,596-32.6% |
| Participant deferral / active EE | $2,870 | $2,974-3.5% | $4,234-32.2% | $4,027-28.7% |
| Admin fee / account holder | $683 | $4,493-84.8% | $5,420-87.4% | $5,403-87.4% |