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 7-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 | $58,150 | $84,402-31.1% | $61,373-5.3% | $134,475-56.8% |
| Participation rate | 50.0% | 62.2%-12.2pp | 52.6%-2.6pp | 81.2%-31.2pp |
| Annual return | -16.81% | 584.55%-601.4pp | 338.61%-355.4pp | 417.96%-434.8pp |
| Employer contribution / active EE | $1,152 | $1,544-25.4% | $1,159-0.7% | $4,740-75.7% |
| Participant deferral / active EE | $4,193 | $2,819+48.7% | $2,125+97.3% | $6,400-34.5% |
| Admin fee / account holder | $2,432 | $2,585-5.9% | $2,130+14.2% | $11,426-78.7% |