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 7-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 | $18,974 | $69,010-72.5% | $159,960-88.1% | $68,494-72.3% |
| Participation rate | 37.7% | 65.4%-27.7pp | 78.0%-40.2pp | 67.9%-30.2pp |
| Annual return | -16.71% | -9.65%-7.1pp | 408.60%-425.3pp | -7.84%-8.9pp |
| Employer contribution / active EE | $856 | $2,213-61.3% | $4,226-79.7% | $2,596-67.0% |
| Participant deferral / active EE | $1,494 | $4,212-64.5% | $6,182-75.8% | $4,027-62.9% |
| Admin fee / account holder | $2,346 | $4,798-51.1% | $8,698-73.0% | $5,403-56.6% |