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 | $10,405 | $90,600-88.5% | $79,464-86.9% | $135,375-92.3% |
| Participation rate | 57.1% | 76.0%-18.9pp | 73.3%-16.2pp | 82.6%-25.5pp |
| Annual return | -2.11% | 977.43%-979.5pp | 718.14%-720.3pp | 519.73%-521.8pp |
| Employer contribution / active EE | $537 | $3,068-82.5% | $2,800-80.8% | $4,779-88.8% |
| Participant deferral / active EE | $764 | $4,050-81.1% | $3,704-79.4% | $5,609-86.4% |
| Admin fee / account holder | $738 | $5,907-87.5% | $5,113-85.6% | $10,827-93.2% |