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 | $60,120 | $27,641+117.5% | $61,373-2.0% | $68,494-12.2% |
| Participation rate | 20.0% | 39.5%-19.5pp | 52.6%-32.6pp | 67.9%-47.9pp |
| Annual return | -15.78% | -13.24%-2.5pp | 338.61%-354.4pp | -7.84%-7.9pp |
| Employer contribution / active EE | $551 | $695-20.7% | $1,159-52.5% | $2,596-78.8% |
| Participant deferral / active EE | $689 | $1,263-45.5% | $2,125-67.6% | $4,027-82.9% |
| Admin fee / account holder | $563 | $2,010-72.0% | $2,130-73.6% | $5,403-89.6% |