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 | $12,851 | $54,350-76.4% | $82,719-84.5% | $68,494-81.2% |
| Participation rate | 39.0% | 63.9%-24.9pp | 72.6%-33.5pp | 67.9%-28.9pp |
| Annual return | -16.11% | -13.67%-2.4pp | 701.18%-717.3pp | -7.84%-8.3pp |
| Employer contribution / active EE | $463 | $2,218-79.1% | $3,009-84.6% | $2,596-82.1% |
| Participant deferral / active EE | $1,531 | $3,246-52.8% | $4,395-65.2% | $4,027-62.0% |
| Admin fee / account holder | $1,445 | $4,395-67.1% | $5,329-72.9% | $5,403-73.3% |