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 | $56,498 | $73,004-22.6% | $90,749-37.7% | $68,494-17.5% |
| Participation rate | 60.4% | 70.8%-10.4pp | 75.7%-15.3pp | 67.9%-7.5pp |
| Annual return | -17.76% | -13.81%-3.9pp | -12.16%-5.6pp | -7.84%-9.9pp |
| Employer contribution / active EE | $1,183 | $2,193-46.1% | $2,921-59.5% | $2,596-54.4% |
| Participant deferral / active EE | $2,152 | $3,627-40.7% | $4,564-52.9% | $4,027-46.6% |
| Admin fee / account holder | $8,341 | $5,896+41.5% | $8,445-1.2% | $5,403+54.4% |