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 | $34,676 | $95,862-63.8% | $79,550-56.4% | $134,475-74.2% |
| Participation rate | 57.9% | 75.0%-17.1pp | 69.5%-11.6pp | 81.2%-23.3pp |
| Annual return | -14.40% | -2.69%-11.7pp | 0.16%-14.6pp | 417.96%-432.4pp |
| Employer contribution / active EE | $1,058 | $3,128-66.2% | $2,413-56.1% | $4,740-77.7% |
| Participant deferral / active EE | $1,322 | $4,693-71.8% | $3,985-66.8% | $6,400-79.3% |
| Admin fee / account holder | $10,449 | $9,126+14.5% | $6,832+52.9% | $11,426-8.5% |