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 10-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 | $30,653 | $107,791-71.6% | $90,645-66.2% | $135,375-77.4% |
| Participation rate | 31.8% | 78.0%-46.2pp | 74.0%-42.2pp | 82.6%-50.8pp |
| Annual return | -3.90% | -0.90%-3.0pp | 1.88%-5.8pp | 519.73%-523.6pp |
| Employer contribution / active EE | $559 | $3,018-81.5% | $2,532-77.9% | $4,779-88.3% |
| Participant deferral / active EE | $674 | $3,872-82.6% | $3,425-80.3% | $5,609-88.0% |
| Admin fee / account holder | $17,016 | $5,930+187.0% | $4,994+240.7% | $10,827+57.2% |