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 | $13,223 | $133,958-90.1% | $112,228-88.2% | $134,475-90.2% |
| Participation rate | 69.2% | 78.6%-9.3pp | 75.1%-5.8pp | 81.2%-12.0pp |
| Annual return | -15.49% | 47.11%-62.6pp | 27.45%-42.9pp | 417.96%-433.5pp |
| Employer contribution / active EE | $1,405 | $4,038-65.2% | $3,635-61.4% | $4,740-70.4% |
| Participant deferral / active EE | $2,050 | $5,291-61.2% | $4,728-56.6% | $6,400-68.0% |
| Admin fee / account holder | $1,150 | $7,489-84.6% | $6,410-82.1% | $11,426-89.9% |