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 | $100,443 | $27,641+263.4% | $61,373+63.7% | $68,494+46.6% |
| Participation rate | 51.3% | 39.5%+11.8pp | 52.6%-1.3pp | 67.9%-16.6pp |
| Annual return | -15.47% | -13.24%-2.2pp | 338.61%-354.1pp | -7.84%-7.6pp |
| Employer contribution / active EE | $797 | $695+14.6% | $1,159-31.2% | $2,596-69.3% |
| Participant deferral / active EE | $4,722 | $1,263+273.8% | $2,125+122.2% | $4,027+17.2% |
| Admin fee / account holder | $7,874 | $2,010+291.8% | $2,130+269.7% | $5,403+45.7% |