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 | $29,353 | $142,344-79.4% | $119,609-75.5% | $134,475-78.2% |
| Participation rate | 14.3% | 82.8%-68.5pp | 79.3%-65.0pp | 81.2%-66.9pp |
| Annual return | -18.55% | -12.44%-6.1pp | -14.97%-3.6pp | 417.96%-436.5pp |
| Employer contribution / active EE | $1,080 | $5,222-79.3% | $4,232-74.5% | $4,740-77.2% |
| Participant deferral / active EE | $3,041 | $6,469-53.0% | $5,602-45.7% | $6,400-52.5% |
| Admin fee / account holder | $2,004 | $13,584-85.2% | $10,323-80.6% | $11,426-82.5% |