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 10-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 | $41,560 | $73,867-43.7% | $143,757-71.1% | $68,494-39.3% |
| Participation rate | 28.1% | 66.7%-38.5pp | 80.3%-52.2pp | 67.9%-39.8pp |
| Annual return | -17.06% | 1.01%-18.1pp | -0.04%-17.0pp | -7.84%-9.2pp |
| Employer contribution / active EE | $1,218 | $3,184-61.8% | $4,951-75.4% | $2,596-53.1% |
| Participant deferral / active EE | $1,697 | $3,384-49.9% | $5,637-69.9% | $4,027-57.9% |
| Admin fee / account holder | $10,702 | $5,755+86.0% | $14,673-27.1% | $5,403+98.1% |