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 | $19,627 | $32,117-38.9% | $71,086-72.4% | $64,186-69.4% |
| Participation rate | 38.9% | 42.7%-3.8pp | 54.7%-15.7pp | 69.6%-30.6pp |
| Annual return | -5.50% | -5.57%+0.1pp | 650.59%-656.1pp | 7.63%-13.1pp |
| Employer contribution / active EE | $297 | $712-58.3% | $1,088-72.7% | $2,381-87.5% |
| Participant deferral / active EE | $940 | $1,263-25.5% | $1,874-49.8% | $3,470-72.9% |
| Admin fee / account holder | $1,784 | $2,759-35.4% | $3,082-42.1% | $4,888-63.5% |