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 | $12,914 | $54,350-76.2% | $82,719-84.4% | $68,494-81.1% |
| Participation rate | 56.6% | 63.9%-7.3pp | 72.6%-15.9pp | 67.9%-11.3pp |
| Annual return | -14.45% | -13.67%-0.8pp | 701.18%-715.6pp | -7.84%-6.6pp |
| Employer contribution / active EE | $599 | $2,218-73.0% | $3,009-80.1% | $2,596-76.9% |
| Participant deferral / active EE | $908 | $3,246-72.0% | $4,395-79.3% | $4,027-77.5% |
| Admin fee / account holder | $480 | $4,395-89.1% | $5,329-91.0% | $5,403-91.1% |