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 | $25,387 | $32,037-20.8% | $69,182-63.3% | $62,891-59.6% |
| Participation rate | 16.1% | 43.4%-27.3pp | 55.1%-39.0pp | 69.3%-53.2pp |
| Annual return | 0.00% | 15.16%-15.2pp | -21.93%+21.9pp | 20.14%-20.1pp |
| Employer contribution / active EE | $99 | $679-85.5% | $1,206-91.8% | $2,281-95.7% |
| Participant deferral / active EE | $766 | $1,185-35.4% | $1,897-59.6% | $3,203-76.1% |
| Admin fee / account holder | $343 | $2,608-86.8% | $2,697-87.3% | $4,296-92.0% |