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 | $55,463 | $69,010-19.6% | $159,960-65.3% | $68,494-19.0% |
| Participation rate | 59.5% | 65.4%-5.9pp | 78.0%-18.5pp | 67.9%-8.4pp |
| Annual return | -15.23% | -9.65%-5.6pp | 408.60%-423.8pp | -7.84%-7.4pp |
| Employer contribution / active EE | $769 | $2,213-65.3% | $4,226-81.8% | $2,596-70.4% |
| Participant deferral / active EE | $1,379 | $4,212-67.3% | $6,182-77.7% | $4,027-65.8% |
| Admin fee / account holder | $1,799 | $4,798-62.5% | $8,698-79.3% | $5,403-66.7% |