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 | $20,349 | $76,000-73.2% | $154,107-86.8% | $64,186-68.3% |
| Participation rate | 37.9% | 70.4%-32.5pp | 83.0%-45.2pp | 69.6%-31.7pp |
| Annual return | -6.75% | 30.32%-37.1pp | 735.12%-741.9pp | 7.63%-14.4pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,146 | $3,175-63.9% | $5,081-77.4% | $3,470-67.0% |
| Admin fee / account holder | $2,726 | $5,596-51.3% | $13,411-79.7% | $4,888-44.2% |