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 | $19,935 | $95,193-79.1% | $76,523-73.9% | $135,375-85.3% |
| Participation rate | 27.8% | 74.4%-46.6pp | 68.0%-40.2pp | 82.6%-54.9pp |
| Annual return | -4.97% | 4.85%-9.8pp | -0.27%-4.7pp | 519.73%-524.7pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,647-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,325 | $4,639-71.4% | $3,835-65.4% | $5,609-76.4% |
| Admin fee / account holder | $4,863 | $6,249-22.2% | $4,848+0.3% | $10,827-55.1% |