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 | $31,639 | $27,641+14.5% | $61,373-48.4% | $68,494-53.8% |
| Participation rate | 18.4% | 39.5%-21.1pp | 52.6%-34.2pp | 67.9%-49.5pp |
| Annual return | -17.54% | -13.24%-4.3pp | 338.61%-356.1pp | -7.84%-9.7pp |
| Employer contribution / active EE | $718 | $695+3.2% | $1,159-38.1% | $2,596-72.3% |
| Participant deferral / active EE | $1,342 | $1,263+6.2% | $2,125-36.9% | $4,027-66.7% |
| Admin fee / account holder | $21,426 | $2,010+966.0% | $2,130+906.1% | $5,403+296.6% |