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 | $27,009 | $92,222-70.7% | $76,768-64.8% | $135,375-80.0% |
| Participation rate | 53.3% | 79.8%-26.4pp | 77.0%-23.6pp | 82.6%-29.3pp |
| Annual return | -4.87% | 5.46%-10.3pp | 2.43%-7.3pp | 519.73%-524.6pp |
| Employer contribution / active EE | $926 | $3,216-71.2% | $2,485-62.7% | $4,779-80.6% |
| Participant deferral / active EE | $2,347 | $4,509-48.0% | $3,852-39.1% | $5,609-58.2% |
| Admin fee / account holder | $13,782 | $10,748+28.2% | $6,675+106.5% | $10,827+27.3% |