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 9-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 | $19,462 | $57,354-66.1% | $83,848-76.8% | $64,186-69.7% |
| Participation rate | 59.6% | 68.6%-9.0pp | 76.1%-16.6pp | 69.6%-10.0pp |
| Annual return | -4.51% | 11.38%-15.9pp | 850.88%-855.4pp | 7.63%-12.1pp |
| Employer contribution / active EE | $2,003 | $2,545-21.3% | $3,631-44.8% | $2,381-15.9% |
| Participant deferral / active EE | $3,206 | $2,993+7.1% | $4,082-21.5% | $3,470-7.6% |
| Admin fee / account holder | $6,541 | $4,046+61.7% | $5,478+19.4% | $4,888+33.8% |