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 | $25,656 | $95,971-73.3% | $74,550-65.6% | $135,375-81.0% |
| Participation rate | 50.0% | 75.7%-25.7pp | 69.1%-19.1pp | 82.6%-32.6pp |
| Annual return | -3.84% | 56.96%-60.8pp | 32.53%-36.4pp | 519.73%-523.6pp |
| Employer contribution / active EE | $784 | $2,716-71.1% | $1,961-60.0% | $4,779-83.6% |
| Participant deferral / active EE | $1,480 | $3,843-61.5% | $3,108-52.4% | $5,609-73.6% |
| Admin fee / account holder | $20,925 | $6,522+220.8% | $5,060+313.6% | $10,827+93.3% |