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 | $68,111 | $81,900-16.8% | $119,609-43.1% | $68,494-0.6% |
| Participation rate | 52.0% | 71.9%-19.9pp | 79.3%-27.3pp | 67.9%-15.9pp |
| Annual return | -14.06% | -23.82%+9.8pp | -14.97%+0.9pp | -7.84%-6.2pp |
| Employer contribution / active EE | $1,680 | $2,693-37.6% | $4,232-60.3% | $2,596-35.3% |
| Participant deferral / active EE | $5,597 | $4,148+35.0% | $5,602-0.1% | $4,027+39.0% |
| Admin fee / account holder | $2,595 | $6,582-60.6% | $10,323-74.9% | $5,403-52.0% |