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 | $27,398 | $61,660-55.6% | $80,019-65.8% | $64,186-57.3% |
| Participation rate | 43.4% | 71.7%-28.3pp | 75.8%-32.4pp | 69.6%-26.1pp |
| Annual return | -6.46% | -0.33%-6.1pp | 11.22%-17.7pp | 7.63%-14.1pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,155 | $2,968-27.4% | $3,686-41.5% | $3,470-37.9% |
| Admin fee / account holder | $607 | $5,417-88.8% | $6,521-90.7% | $4,888-87.6% |