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 6-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 | $7,837 | $92,703-91.5% | $82,719-90.5% | $134,475-94.2% |
| Participation rate | 61.1% | 75.2%-14.1pp | 72.6%-11.4pp | 81.2%-20.1pp |
| Annual return | -17.75% | 944.92%-962.7pp | 701.18%-718.9pp | 417.96%-435.7pp |
| Employer contribution / active EE | $626 | $3,274-80.9% | $3,009-79.2% | $4,740-86.8% |
| Participant deferral / active EE | $1,422 | $4,802-70.4% | $4,395-67.6% | $6,400-77.8% |
| Admin fee / account holder | $500 | $5,983-91.6% | $5,329-90.6% | $11,426-95.6% |