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 | $31,936 | $67,214-52.5% | $61,491-48.1% | $134,475-76.3% |
| Participation rate | 50.0% | 83.7%-33.7pp | 79.3%-29.3pp | 81.2%-31.2pp |
| Annual return | -18.51% | -12.08%-6.4pp | -12.98%-5.5pp | 417.96%-436.5pp |
| Employer contribution / active EE | $0 | $4,974-100.0% | $4,246-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,787 | $6,103-70.7% | $5,188-65.6% | $6,400-72.1% |
| Admin fee / account holder | $479 | $4,610-89.6% | $4,312-88.9% | $11,426-95.8% |