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 | $60,609 | $32,117+88.7% | $71,086-14.7% | $64,186-5.6% |
| Participation rate | 7.0% | 42.7%-35.7pp | 54.7%-47.6pp | 69.6%-62.6pp |
| Annual return | -7.78% | -5.57%-2.2pp | 650.59%-658.4pp | 7.63%-15.4pp |
| Employer contribution / active EE | $192 | $712-73.0% | $1,088-82.3% | $2,381-91.9% |
| Participant deferral / active EE | $936 | $1,263-25.9% | $1,874-50.0% | $3,470-73.0% |
| Admin fee / account holder | $1,255 | $2,759-54.5% | $3,082-59.3% | $4,888-74.3% |