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 | $63,698 | $91,911-30.7% | $68,793-7.4% | $135,375-52.9% |
| Participation rate | 41.7% | 76.7%-35.1pp | 72.2%-30.6pp | 82.6%-41.0pp |
| Annual return | -3.93% | -8.22%+4.3pp | -4.63%+0.7pp | 519.73%-523.7pp |
| Employer contribution / active EE | $202 | $3,924-94.9% | $2,625-92.3% | $4,779-95.8% |
| Participant deferral / active EE | $1,569 | $4,315-63.6% | $3,311-52.6% | $5,609-72.0% |
| Admin fee / account holder | $23,357 | $9,240+152.8% | $5,131+355.3% | $10,827+115.7% |