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 | $8,106 | $82,286-90.1% | $68,791-88.2% | $134,475-94.0% |
| Participation rate | 56.3% | 75.1%-18.8pp | 69.0%-12.8pp | 81.2%-25.0pp |
| Annual return | -17.63% | -2.19%-15.4pp | -6.38%-11.3pp | 417.96%-435.6pp |
| Employer contribution / active EE | $611 | $3,301-81.5% | $2,655-77.0% | $4,740-87.1% |
| Participant deferral / active EE | $1,841 | $4,739-61.1% | $3,941-53.3% | $6,400-71.2% |
| Admin fee / account holder | $607 | $6,481-90.6% | $4,932-87.7% | $11,426-94.7% |