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 | $21,168 | $49,177-57.0% | $79,464-73.4% | $64,186-67.0% |
| Participation rate | 41.9% | 65.0%-23.1pp | 73.3%-31.4pp | 69.6%-27.6pp |
| Annual return | -7.09% | -1.16%-5.9pp | 718.14%-725.2pp | 7.63%-14.7pp |
| Employer contribution / active EE | $480 | $2,076-76.9% | $2,800-82.8% | $2,381-79.8% |
| Participant deferral / active EE | $1,327 | $2,821-53.0% | $3,704-64.2% | $3,470-61.8% |
| Admin fee / account holder | $751 | $3,839-80.4% | $5,113-85.3% | $4,888-84.6% |