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 | $38,170 | $63,442-39.8% | $68,791-44.5% | $66,914-43.0% |
| Participation rate | 61.5% | 60.0%+1.6pp | 69.0%-7.5pp | 69.8%-8.3pp |
| Annual return | -17.15% | -8.29%-8.9pp | -6.38%-10.8pp | 1.58%-18.7pp |
| Employer contribution / active EE | $1,813 | $1,775+2.2% | $2,655-31.7% | $2,544-28.7% |
| Participant deferral / active EE | $3,467 | $2,945+17.7% | $3,941-12.0% | $4,237-18.2% |
| Admin fee / account holder | $5,853 | $577+913.8% | $4,932+18.7% | $593+886.6% |