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 | $8,504 | $27,641-69.2% | $61,373-86.1% | $68,494-87.6% |
| Participation rate | 18.4% | 39.5%-21.1pp | 52.6%-34.2pp | 67.9%-49.5pp |
| Annual return | 49.06% | -13.24%+62.3pp | 338.61%-289.5pp | -7.84%+56.9pp |
| Employer contribution / active EE | $511 | $695-26.6% | $1,159-55.9% | $2,596-80.3% |
| Participant deferral / active EE | $583 | $1,263-53.8% | $2,125-72.5% | $4,027-85.5% |
| Admin fee / account holder | $23,944 | $2,010+1091.3% | $2,130+1024.3% | $5,403+343.2% |