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 6-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 | $32,437 | $27,641+17.4% | $61,373-47.1% | $68,494-52.6% |
| Participation rate | 23.5% | 39.5%-16.0pp | 52.6%-29.0pp | 67.9%-44.4pp |
| Annual return | -14.89% | -13.24%-1.7pp | 338.61%-353.5pp | -7.84%-7.1pp |
| Employer contribution / active EE | $623 | $695-10.4% | $1,159-46.2% | $2,596-76.0% |
| Participant deferral / active EE | $1,333 | $1,263+5.5% | $2,125-37.3% | $4,027-66.9% |
| Admin fee / account holder | $2,361 | $2,010+17.4% | $2,130+10.8% | $5,403-56.3% |