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 | $39,945 | $54,350-26.5% | $82,719-51.7% | $68,494-41.7% |
| Participation rate | 52.2% | 63.9%-11.7pp | 72.6%-20.4pp | 67.9%-15.7pp |
| Annual return | -8.41% | -13.67%+5.3pp | 701.18%-709.6pp | -7.84%-0.6pp |
| Employer contribution / active EE | $2,081 | $2,218-6.2% | $3,009-30.8% | $2,596-19.8% |
| Participant deferral / active EE | $2,255 | $3,246-30.5% | $4,395-48.7% | $4,027-44.0% |
| Admin fee / account holder | $763 | $4,395-82.6% | $5,329-85.7% | $5,403-85.9% |