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 | $80,659 | $95,971-16.0% | $74,550+8.2% | $135,375-40.4% |
| Participation rate | 47.1% | 75.7%-28.6pp | 69.1%-22.1pp | 82.6%-35.6pp |
| Annual return | -7.89% | 56.96%-64.9pp | 32.53%-40.4pp | 519.73%-527.6pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,405 | $3,843+14.6% | $3,108+41.7% | $5,609-21.5% |
| Admin fee / account holder | $39,840 | $6,522+510.9% | $5,060+687.4% | $10,827+268.0% |