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 | $37,476 | $69,010-45.7% | $159,960-76.6% | $68,494-45.3% |
| Participation rate | 56.7% | 65.4%-8.7pp | 78.0%-21.3pp | 67.9%-11.2pp |
| Annual return | -17.89% | -9.65%-8.2pp | 408.60%-426.5pp | -7.84%-10.0pp |
| Employer contribution / active EE | $1,209 | $2,213-45.4% | $4,226-71.4% | $2,596-53.4% |
| Participant deferral / active EE | $2,661 | $4,212-36.8% | $6,182-57.0% | $4,027-33.9% |
| Admin fee / account holder | $1,409 | $4,798-70.6% | $8,698-83.8% | $5,403-73.9% |