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 | $28,749 | $69,518-58.6% | $59,878-52.0% | $135,375-78.8% |
| Participation rate | 9.5% | 77.8%-68.3pp | 74.7%-65.2pp | 82.6%-73.1pp |
| Annual return | -5.68% | 7.94%-13.6pp | 3.46%-9.1pp | 519.73%-525.4pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,722-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $887 | $4,206-78.9% | $3,402-73.9% | $5,609-84.2% |
| Admin fee / account holder | $4,995 | $5,734-12.9% | $3,590+39.1% | $10,827-53.9% |