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 | $60,572 | $73,867-18.0% | $143,757-57.9% | $68,494-11.6% |
| Participation rate | 57.6% | 66.7%-9.1pp | 80.3%-22.7pp | 67.9%-10.3pp |
| Annual return | -15.04% | 1.01%-16.1pp | -0.04%-15.0pp | -7.84%-7.2pp |
| Employer contribution / active EE | $770 | $3,184-75.8% | $4,951-84.5% | $2,596-70.4% |
| Participant deferral / active EE | $1,323 | $3,384-60.9% | $5,637-76.5% | $4,027-67.1% |
| Admin fee / account holder | $1,348 | $5,755-76.6% | $14,673-90.8% | $5,403-75.0% |