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 | $50,635 | $54,350-6.8% | $82,719-38.8% | $68,494-26.1% |
| Participation rate | 28.2% | 63.9%-35.7pp | 72.6%-44.3pp | 67.9%-39.7pp |
| Annual return | -16.61% | -13.67%-2.9pp | 701.18%-717.8pp | -7.84%-8.8pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $925 | $3,246-71.5% | $4,395-78.9% | $4,027-77.0% |
| Admin fee / account holder | $11,918 | $4,395+171.1% | $5,329+123.6% | $5,403+120.6% |