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 | $38,895 | $27,641+40.7% | $61,373-36.6% | $68,494-43.2% |
| Participation rate | 44.3% | 39.5%+4.8pp | 52.6%-8.3pp | 67.9%-23.6pp |
| Annual return | -17.87% | -13.24%-4.6pp | 338.61%-356.5pp | -7.84%-10.0pp |
| Employer contribution / active EE | $276 | $695-60.4% | $1,159-76.2% | $2,596-89.4% |
| Participant deferral / active EE | $2,529 | $1,263+100.2% | $2,125+19.0% | $4,027-37.2% |
| Admin fee / account holder | $2,089 | $2,010+3.9% | $2,130-1.9% | $5,403-61.3% |