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 5-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 | $14,463 | $27,641-47.7% | $61,373-76.4% | $68,494-78.9% |
| Participation rate | 38.7% | 39.5%-0.8pp | 52.6%-13.9pp | 67.9%-29.2pp |
| Annual return | -16.50% | -13.24%-3.3pp | 338.61%-355.1pp | -7.84%-8.7pp |
| Employer contribution / active EE | $579 | $695-16.8% | $1,159-50.1% | $2,596-77.7% |
| Participant deferral / active EE | $1,326 | $1,263+4.9% | $2,125-37.6% | $4,027-67.1% |
| Admin fee / account holder | $420 | $2,010-79.1% | $2,130-80.3% | $5,403-92.2% |