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 | $19,831 | $48,274-58.9% | $63,517-68.8% | $59,632-66.7% |
| Participation rate | 65.9% | 66.3%-0.5pp | 71.0%-5.2pp | 68.7%-2.8pp |
| Annual return | 0.70% | -240.79%+241.5pp | -70.30%+71.0pp | 2041.28%-2040.6pp |
| Employer contribution / active EE | $464 | $1,586-70.7% | $2,322-80.0% | $2,203-78.9% |
| Participant deferral / active EE | $1,097 | $2,343-53.2% | $2,953-62.9% | $3,192-65.6% |
| Admin fee / account holder | $441 | $3,600-87.7% | $5,892-92.5% | $4,297-89.7% |