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 | $13,879 | $73,867-81.2% | $143,757-90.3% | $68,494-79.7% |
| Participation rate | 11.1% | 66.7%-55.5pp | 80.3%-69.2pp | 67.9%-56.8pp |
| Annual return | -15.59% | 1.01%-16.6pp | -0.04%-15.5pp | -7.84%-7.7pp |
| Employer contribution / active EE | $441 | $3,184-86.2% | $4,951-91.1% | $2,596-83.0% |
| Participant deferral / active EE | $1,296 | $3,384-61.7% | $5,637-77.0% | $4,027-67.8% |
| Admin fee / account holder | $872 | $5,755-84.8% | $14,673-94.1% | $5,403-83.9% |