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 | $24,767 | $54,229-54.3% | $70,092-64.7% | $68,494-63.8% |
| Participation rate | 11.3% | 64.5%-53.2pp | 70.5%-59.2pp | 67.9%-56.6pp |
| Annual return | -18.28% | -13.87%-4.4pp | 190.73%-209.0pp | -7.84%-10.4pp |
| Employer contribution / active EE | $0 | $2,018-100.0% | $2,559-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,345 | $2,956-54.5% | $3,849-65.1% | $4,027-66.6% |
| Admin fee / account holder | $3,481 | $4,694-25.9% | $6,267-44.5% | $5,403-35.6% |