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 | $38,422 | $50,199-23.5% | $70,092-45.2% | $66,914-42.6% |
| Participation rate | 51.7% | 66.3%-14.7pp | 70.5%-18.8pp | 69.8%-18.1pp |
| Annual return | -17.25% | -13.85%-3.4pp | 190.73%-208.0pp | 1.58%-18.8pp |
| Employer contribution / active EE | $1,309 | $1,864-29.8% | $2,559-48.8% | $2,544-48.5% |
| Participant deferral / active EE | $2,534 | $3,112-18.6% | $3,849-34.2% | $4,237-40.2% |
| Admin fee / account holder | $1,504 | $600+150.8% | $6,267-76.0% | $593+153.6% |