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 | $73,262 | $85,202-14.0% | $172,739-57.6% | $72,985+0.4% |
| Participation rate | 58.4% | 70.1%-11.6pp | 82.6%-24.2pp | 69.5%-11.0pp |
| Annual return | 0.00% | 27.32%-27.3pp | 802.84%-802.8pp | 81.00%-81.0pp |
| Employer contribution / active EE | $461 | $3,324-86.1% | $5,143-91.0% | $2,440-81.1% |
| Participant deferral / active EE | $3,177 | $3,260-2.5% | $5,198-38.9% | $3,607-11.9% |
| Admin fee / account holder | $9,420 | $5,884+60.1% | $13,954-32.5% | $5,124+83.8% |