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 5-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 | $21,040 | $88,594-76.3% | $70,092-70.0% | $134,475-84.4% |
| Participation rate | 52.9% | 74.9%-22.0pp | 70.5%-17.5pp | 81.2%-28.3pp |
| Annual return | -19.18% | 442.67%-461.8pp | 190.73%-209.9pp | 417.96%-437.1pp |
| Employer contribution / active EE | $634 | $3,233-80.4% | $2,559-75.2% | $4,740-86.6% |
| Participant deferral / active EE | $1,800 | $4,772-62.3% | $3,849-53.2% | $6,400-71.9% |
| Admin fee / account holder | $661 | $10,441-93.7% | $6,267-89.4% | $11,426-94.2% |