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 | $47,176 | $49,177-4.1% | $79,464-40.6% | $64,186-26.5% |
| Participation rate | 37.9% | 65.0%-27.2pp | 73.3%-35.5pp | 69.6%-31.7pp |
| Annual return | -7.78% | -1.16%-6.6pp | 718.14%-725.9pp | 7.63%-15.4pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,386 | $2,821-50.9% | $3,704-62.6% | $3,470-60.1% |
| Admin fee / account holder | $9,703 | $3,839+152.8% | $5,113+89.8% | $4,888+98.5% |