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 | $24,050 | $54,229-55.7% | $70,092-65.7% | $68,494-64.9% |
| Participation rate | 50.0% | 64.5%-14.5pp | 70.5%-20.5pp | 67.9%-17.9pp |
| Annual return | -16.66% | -13.87%-2.8pp | 190.73%-207.4pp | -7.84%-8.8pp |
| Employer contribution / active EE | $624 | $2,018-69.1% | $2,559-75.6% | $2,596-76.0% |
| Participant deferral / active EE | $3,098 | $2,956+4.8% | $3,849-19.5% | $4,027-23.1% |
| Admin fee / account holder | $1,338 | $4,694-71.5% | $6,267-78.6% | $5,403-75.2% |