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 | $43,429 | $73,004-40.5% | $90,749-52.1% | $68,494-36.6% |
| Participation rate | 47.7% | 70.8%-23.1pp | 75.7%-28.0pp | 67.9%-20.2pp |
| Annual return | -18.82% | -13.81%-5.0pp | -12.16%-6.7pp | -7.84%-11.0pp |
| Employer contribution / active EE | $1,302 | $2,193-40.6% | $2,921-55.4% | $2,596-49.8% |
| Participant deferral / active EE | $3,114 | $3,627-14.1% | $4,564-31.8% | $4,027-22.7% |
| Admin fee / account holder | $1,194 | $5,896-79.8% | $8,445-85.9% | $5,403-77.9% |