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 8-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 | $19,963 | $69,010-71.1% | $159,960-87.5% | $68,494-70.9% |
| Participation rate | 64.3% | 65.4%-1.1pp | 78.0%-13.7pp | 67.9%-3.6pp |
| Annual return | -15.64% | -9.65%-6.0pp | 408.60%-424.2pp | -7.84%-7.8pp |
| Employer contribution / active EE | $2,250 | $2,213+1.6% | $4,226-46.8% | $2,596-13.3% |
| Participant deferral / active EE | $3,485 | $4,212-17.3% | $6,182-43.6% | $4,027-13.5% |
| Admin fee / account holder | $4,081 | $4,798-14.9% | $8,698-53.1% | $5,403-24.5% |