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 | $42,846 | $67,331-36.4% | $60,874-29.6% | $134,475-68.1% |
| Participation rate | 52.9% | 76.2%-23.2pp | 73.1%-20.2pp | 81.2%-28.3pp |
| Annual return | -17.50% | 49.93%-67.4pp | 16.90%-34.4pp | 417.96%-435.5pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,701-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,675 | $4,538-41.1% | $3,817-29.9% | $6,400-58.2% |
| Admin fee / account holder | $1,907 | $4,582-58.4% | $3,224-40.8% | $11,426-83.3% |