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 | $51,919 | $54,350-4.5% | $82,719-37.2% | $68,494-24.2% |
| Participation rate | 61.3% | 63.9%-2.7pp | 72.6%-11.3pp | 67.9%-6.6pp |
| Annual return | -15.36% | -13.67%-1.7pp | 701.18%-716.5pp | -7.84%-7.5pp |
| Employer contribution / active EE | $686 | $2,218-69.1% | $3,009-77.2% | $2,596-73.6% |
| Participant deferral / active EE | $3,368 | $3,246+3.7% | $4,395-23.4% | $4,027-16.4% |
| Admin fee / account holder | $7,884 | $4,395+79.4% | $5,329+47.9% | $5,403+45.9% |