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 | $59,359 | $69,010-14.0% | $159,960-62.9% | $68,494-13.3% |
| Participation rate | 57.8% | 65.4%-7.6pp | 78.0%-20.1pp | 67.9%-10.1pp |
| Annual return | -18.08% | -9.65%-8.4pp | 408.60%-426.7pp | -7.84%-10.2pp |
| Employer contribution / active EE | $686 | $2,213-69.0% | $4,226-83.8% | $2,596-73.6% |
| Participant deferral / active EE | $3,091 | $4,212-26.6% | $6,182-50.0% | $4,027-23.3% |
| Admin fee / account holder | $3,365 | $4,798-29.9% | $8,698-61.3% | $5,403-37.7% |