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 | $29,545 | $54,350-45.6% | $82,719-64.3% | $68,494-56.9% |
| Participation rate | 53.6% | 63.9%-10.3pp | 72.6%-19.0pp | 67.9%-14.3pp |
| Annual return | -17.61% | -13.67%-3.9pp | 701.18%-718.8pp | -7.84%-9.8pp |
| Employer contribution / active EE | $305 | $2,218-86.2% | $3,009-89.9% | $2,596-88.2% |
| Participant deferral / active EE | $2,879 | $3,246-11.3% | $4,395-34.5% | $4,027-28.5% |
| Admin fee / account holder | $2,136 | $4,395-51.4% | $5,329-59.9% | $5,403-60.5% |