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 | $16,878 | $95,193-82.3% | $76,523-77.9% | $135,375-87.5% |
| Participation rate | 40.0% | 74.4%-34.4pp | 68.0%-28.0pp | 82.6%-42.6pp |
| Annual return | -4.80% | 4.85%-9.7pp | -0.27%-4.5pp | 519.73%-524.5pp |
| Employer contribution / active EE | $161 | $3,302-95.1% | $2,647-93.9% | $4,779-96.6% |
| Participant deferral / active EE | $567 | $4,639-87.8% | $3,835-85.2% | $5,609-89.9% |
| Admin fee / account holder | $3,527 | $6,249-43.6% | $4,848-27.3% | $10,827-67.4% |