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 | $26,161 | $69,518-62.4% | $59,878-56.3% | $135,375-80.7% |
| Participation rate | 33.3% | 77.8%-44.5pp | 74.7%-41.4pp | 82.6%-49.3pp |
| Annual return | -8.13% | 7.94%-16.1pp | 3.46%-11.6pp | 519.73%-527.9pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,722-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $906 | $4,206-78.5% | $3,402-73.4% | $5,609-83.8% |
| Admin fee / account holder | $629 | $5,734-89.0% | $3,590-82.5% | $10,827-94.2% |