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 8-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 | $29,572 | $53,596-44.8% | $90,645-67.4% | $64,186-53.9% |
| Participation rate | 53.4% | 64.5%-11.1pp | 74.0%-20.6pp | 69.6%-16.1pp |
| Annual return | -1.43% | 4.41%-5.8pp | 1.88%-3.3pp | 7.63%-9.1pp |
| Employer contribution / active EE | $603 | $1,503-59.9% | $2,532-76.2% | $2,381-74.7% |
| Participant deferral / active EE | $1,528 | $2,459-37.8% | $3,425-55.4% | $3,470-56.0% |
| Admin fee / account holder | $17,844 | $3,868+361.4% | $4,994+257.3% | $4,888+265.1% |