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 | $13,927 | $76,000-81.7% | $154,107-91.0% | $64,186-78.3% |
| Participation rate | 69.8% | 70.4%-0.6pp | 83.0%-13.2pp | 69.6%+0.3pp |
| Annual return | -7.49% | 30.32%-37.8pp | 735.12%-742.6pp | 7.63%-15.1pp |
| Employer contribution / active EE | $508 | $3,351-84.8% | $5,298-90.4% | $2,381-78.6% |
| Participant deferral / active EE | $1,913 | $3,175-39.8% | $5,081-62.3% | $3,470-44.9% |
| Admin fee / account holder | $2,097 | $5,596-62.5% | $13,411-84.4% | $4,888-57.1% |