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 6-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 | $40,878 | $73,004-44.0% | $90,749-55.0% | $68,494-40.3% |
| Participation rate | 54.2% | 70.8%-16.7pp | 75.7%-21.5pp | 67.9%-13.7pp |
| Annual return | -18.31% | -13.81%-4.5pp | -12.16%-6.1pp | -7.84%-10.5pp |
| Employer contribution / active EE | $1,533 | $2,193-30.1% | $2,921-47.5% | $2,596-41.0% |
| Participant deferral / active EE | $5,047 | $3,627+39.2% | $4,564+10.6% | $4,027+25.3% |
| Admin fee / account holder | $1,683 | $5,896-71.5% | $8,445-80.1% | $5,403-68.9% |