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 | $23,764 | $27,641-14.0% | $61,373-61.3% | $68,494-65.3% |
| Participation rate | 14.0% | 39.5%-25.5pp | 52.6%-38.5pp | 67.9%-53.9pp |
| Annual return | -16.24% | -13.24%-3.0pp | 338.61%-354.9pp | -7.84%-8.4pp |
| Employer contribution / active EE | $755 | $695+8.6% | $1,159-34.9% | $2,596-70.9% |
| Participant deferral / active EE | $937 | $1,263-25.8% | $2,125-55.9% | $4,027-76.7% |
| Admin fee / account holder | $5,204 | $2,010+158.9% | $2,130+144.3% | $5,403-3.7% |