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 8-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 | $10,858 | $32,117-66.2% | $71,086-84.7% | $64,186-83.1% |
| Participation rate | 30.4% | 42.7%-12.3pp | 54.7%-24.3pp | 69.6%-39.2pp |
| Annual return | -6.57% | -5.57%-1.0pp | 650.59%-657.2pp | 7.63%-14.2pp |
| Employer contribution / active EE | $154 | $712-78.4% | $1,088-85.8% | $2,381-93.5% |
| Participant deferral / active EE | $476 | $1,263-62.3% | $1,874-74.6% | $3,470-86.3% |
| Admin fee / account holder | $2,279 | $2,759-17.4% | $3,082-26.1% | $4,888-53.4% |