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 | $42,311 | $93,024-54.5% | $77,024-45.1% | $134,475-68.5% |
| Participation rate | 33.3% | 74.5%-41.1pp | 67.9%-34.6pp | 81.2%-47.9pp |
| Annual return | -16.01% | 62.60%-78.6pp | 42.32%-58.3pp | 417.96%-434.0pp |
| Employer contribution / active EE | $904 | $3,418-73.5% | $2,812-67.8% | $4,740-80.9% |
| Participant deferral / active EE | $1,175 | $5,238-77.6% | $4,426-73.5% | $6,400-81.6% |
| Admin fee / account holder | $11,296 | $6,944+62.7% | $5,425+108.2% | $11,426-1.1% |