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 | $89,858 | $73,867+21.6% | $143,757-37.5% | $68,494+31.2% |
| Participation rate | 53.8% | 66.7%-12.8pp | 80.3%-26.5pp | 67.9%-14.0pp |
| Annual return | -14.79% | 1.01%-15.8pp | -0.04%-14.8pp | -7.84%-6.9pp |
| Employer contribution / active EE | $1,385 | $3,184-56.5% | $4,951-72.0% | $2,596-46.6% |
| Participant deferral / active EE | $3,708 | $3,384+9.6% | $5,637-34.2% | $4,027-7.9% |
| Admin fee / account holder | $21,751 | $5,755+278.0% | $14,673+48.2% | $5,403+302.6% |