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 | $7,280 | $32,037-77.3% | $69,182-89.5% | $62,891-88.4% |
| Participation rate | 50.0% | 43.4%+6.6pp | 55.1%-5.1pp | 69.3%-19.3pp |
| Annual return | 5.79% | 15.16%-9.4pp | -21.93%+27.7pp | 20.14%-14.4pp |
| Employer contribution / active EE | $115 | $679-83.0% | $1,206-90.4% | $2,281-94.9% |
| Participant deferral / active EE | $576 | $1,185-51.4% | $1,897-69.6% | $3,203-82.0% |
| Admin fee / account holder | $867 | $2,608-66.8% | $2,697-67.8% | $4,296-79.8% |