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 | $34,738 | $84,402-58.8% | $61,373-43.4% | $134,475-74.2% |
| Participation rate | 68.8% | 62.2%+6.5pp | 52.6%+16.2pp | 81.2%-12.5pp |
| Annual return | -15.84% | 584.55%-600.4pp | 338.61%-354.4pp | 417.96%-433.8pp |
| Employer contribution / active EE | $2,211 | $1,544+43.2% | $1,159+90.7% | $4,740-53.3% |
| Participant deferral / active EE | $3,472 | $2,819+23.2% | $2,125+63.4% | $6,400-45.7% |
| Admin fee / account holder | $685 | $2,585-73.5% | $2,130-67.9% | $11,426-94.0% |