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 | $46,574 | $133,958-65.2% | $112,228-58.5% | $134,475-65.4% |
| Participation rate | 36.4% | 78.6%-42.2pp | 75.1%-38.7pp | 81.2%-44.9pp |
| Annual return | -6.54% | 47.11%-53.6pp | 27.45%-34.0pp | 417.96%-424.5pp |
| Employer contribution / active EE | $876 | $4,038-78.3% | $3,635-75.9% | $4,740-81.5% |
| Participant deferral / active EE | $5,021 | $5,291-5.1% | $4,728+6.2% | $6,400-21.5% |
| Admin fee / account holder | $430 | $7,489-94.3% | $6,410-93.3% | $11,426-96.2% |