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 9-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 | $17,337 | $27,641-37.3% | $61,373-71.8% | $68,494-74.7% |
| Participation rate | 20.7% | 39.5%-18.8pp | 52.6%-31.9pp | 67.9%-47.2pp |
| Annual return | -18.09% | -13.24%-4.9pp | 338.61%-356.7pp | -7.84%-10.2pp |
| Employer contribution / active EE | $0 | $695-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $548 | $1,263-56.6% | $2,125-74.2% | $4,027-86.4% |
| Admin fee / account holder | $2,271 | $2,010+13.0% | $2,130+6.6% | $5,403-58.0% |