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 | $48,421 | $93,024-47.9% | $77,024-37.1% | $134,475-64.0% |
| Participation rate | 45.0% | 74.5%-29.5pp | 67.9%-22.9pp | 81.2%-36.2pp |
| Annual return | -14.49% | 62.60%-77.1pp | 42.32%-56.8pp | 417.96%-432.5pp |
| Employer contribution / active EE | $0 | $3,418-100.0% | $2,812-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,403 | $5,238-35.0% | $4,426-23.1% | $6,400-46.8% |
| Admin fee / account holder | $9,785 | $6,944+40.9% | $5,425+80.4% | $11,426-14.4% |