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 4-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 | $16,476 | $73,867-77.7% | $143,757-88.5% | $68,494-75.9% |
| Participation rate | 32.1% | 66.7%-34.6pp | 80.3%-48.2pp | 67.9%-35.8pp |
| Annual return | -18.52% | 1.01%-19.5pp | -0.04%-18.5pp | -7.84%-10.7pp |
| Employer contribution / active EE | $695 | $3,184-78.2% | $4,951-86.0% | $2,596-73.2% |
| Participant deferral / active EE | $1,027 | $3,384-69.6% | $5,637-81.8% | $4,027-74.5% |
| Admin fee / account holder | $1,754 | $5,755-69.5% | $14,673-88.0% | $5,403-67.5% |