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 | $71,664 | $32,117+123.1% | $71,086+0.8% | $64,186+11.7% |
| Participation rate | 36.2% | 42.7%-6.5pp | 54.7%-18.5pp | 69.6%-33.4pp |
| Annual return | -9.18% | -5.57%-3.6pp | 650.59%-659.8pp | 7.63%-16.8pp |
| Employer contribution / active EE | $140 | $712-80.4% | $1,088-87.2% | $2,381-94.1% |
| Participant deferral / active EE | $953 | $1,263-24.6% | $1,874-49.2% | $3,470-72.5% |
| Admin fee / account holder | $727 | $2,759-73.6% | $3,082-76.4% | $4,888-85.1% |