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 4-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 | $61,365 | $73,867-16.9% | $143,757-57.3% | $68,494-10.4% |
| Participation rate | 65.1% | 66.7%-1.6pp | 80.3%-15.2pp | 67.9%-2.8pp |
| Annual return | -15.80% | 1.01%-16.8pp | -0.04%-15.8pp | -7.84%-8.0pp |
| Employer contribution / active EE | $633 | $3,184-80.1% | $4,951-87.2% | $2,596-75.6% |
| Participant deferral / active EE | $3,494 | $3,384+3.2% | $5,637-38.0% | $4,027-13.2% |
| Admin fee / account holder | $3,258 | $5,755-43.4% | $14,673-77.8% | $5,403-39.7% |