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 | $49,021 | $105,860-53.7% | $90,749-46.0% | $134,475-63.5% |
| Participation rate | 45.8% | 78.2%-32.4pp | 75.7%-29.9pp | 81.2%-35.4pp |
| Annual return | -18.69% | -11.01%-7.7pp | -12.16%-6.5pp | 417.96%-436.7pp |
| Employer contribution / active EE | $878 | $3,462-74.6% | $2,921-69.9% | $4,740-81.5% |
| Participant deferral / active EE | $4,572 | $5,216-12.3% | $4,564+0.2% | $6,400-28.6% |
| Admin fee / account holder | $1,398 | $13,938-90.0% | $8,445-83.4% | $11,426-87.8% |