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 7-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 | $13,785 | $46,674-70.5% | $117,472-88.3% | $68,494-79.9% |
| Participation rate | 52.4% | 56.8%-4.4pp | 70.6%-18.2pp | 67.9%-15.5pp |
| Annual return | 11.06% | -14.52%+25.6pp | 29.74%-18.7pp | -7.84%+18.9pp |
| Employer contribution / active EE | $1,256 | $1,505-16.5% | $4,176-69.9% | $2,596-51.6% |
| Participant deferral / active EE | $2,143 | $2,636-18.7% | $4,070-47.4% | $4,027-46.8% |
| Admin fee / account holder | $490 | $4,020-87.8% | $5,645-91.3% | $5,403-90.9% |