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 | $67,491 | $27,641+144.2% | $61,373+10.0% | $68,494-1.5% |
| Participation rate | 50.7% | 39.5%+11.3pp | 52.6%-1.8pp | 67.9%-17.1pp |
| Annual return | -18.45% | -13.24%-5.2pp | 338.61%-357.1pp | -7.84%-10.6pp |
| Employer contribution / active EE | $625 | $695-10.2% | $1,159-46.1% | $2,596-75.9% |
| Participant deferral / active EE | $1,687 | $1,263+33.6% | $2,125-20.6% | $4,027-58.1% |
| Admin fee / account holder | $5,773 | $2,010+187.2% | $2,130+171.1% | $5,403+6.9% |