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 | $16,564 | $73,867-77.6% | $143,757-88.5% | $68,494-75.8% |
| Participation rate | 63.0% | 66.7%-3.7pp | 80.3%-17.3pp | 67.9%-4.9pp |
| Annual return | -18.14% | 1.01%-19.2pp | -0.04%-18.1pp | -7.84%-10.3pp |
| Employer contribution / active EE | $884 | $3,184-72.2% | $4,951-82.1% | $2,596-66.0% |
| Participant deferral / active EE | $2,778 | $3,384-17.9% | $5,637-50.7% | $4,027-31.0% |
| Admin fee / account holder | $4,369 | $5,755-24.1% | $14,673-70.2% | $5,403-19.1% |