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 | $28,415 | $54,350-47.7% | $82,719-65.6% | $68,494-58.5% |
| Participation rate | 49.3% | 63.9%-14.7pp | 72.6%-23.3pp | 67.9%-18.6pp |
| Annual return | -16.36% | -13.67%-2.7pp | 701.18%-717.5pp | -7.84%-8.5pp |
| Employer contribution / active EE | $744 | $2,218-66.4% | $3,009-75.3% | $2,596-71.3% |
| Participant deferral / active EE | $1,367 | $3,246-57.9% | $4,395-68.9% | $4,027-66.1% |
| Admin fee / account holder | $2,792 | $4,395-36.5% | $5,329-47.6% | $5,403-48.3% |