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 | $24,278 | $85,790-71.7% | $67,313-63.9% | $135,375-82.1% |
| Participation rate | 45.5% | 76.5%-31.0pp | 69.1%-23.6pp | 82.6%-37.2pp |
| Annual return | -6.18% | -0.54%-5.6pp | -4.08%-2.1pp | 519.73%-525.9pp |
| Employer contribution / active EE | $1,180 | $3,487-66.2% | $2,566-54.0% | $4,779-75.3% |
| Participant deferral / active EE | $2,400 | $4,651-48.4% | $3,568-32.7% | $5,609-57.2% |
| Admin fee / account holder | $335 | $6,392-94.8% | $4,507-92.6% | $10,827-96.9% |