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 9-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 | $35,177 | $49,177-28.5% | $79,464-55.7% | $64,186-45.2% |
| Participation rate | 51.9% | 65.0%-13.2pp | 73.3%-21.5pp | 69.6%-17.7pp |
| Annual return | -7.65% | -1.16%-6.5pp | 718.14%-725.8pp | 7.63%-15.3pp |
| Employer contribution / active EE | $585 | $2,076-71.8% | $2,800-79.1% | $2,381-75.4% |
| Participant deferral / active EE | $1,550 | $2,821-45.1% | $3,704-58.2% | $3,470-55.3% |
| Admin fee / account holder | $1,360 | $3,839-64.6% | $5,113-73.4% | $4,888-72.2% |