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 | $69,979 | $92,703-24.5% | $82,719-15.4% | $134,475-48.0% |
| Participation rate | 58.8% | 75.2%-16.4pp | 72.6%-13.7pp | 81.2%-22.4pp |
| Annual return | -17.06% | 944.92%-962.0pp | 701.18%-718.2pp | 417.96%-435.0pp |
| Employer contribution / active EE | $1,436 | $3,274-56.1% | $3,009-52.3% | $4,740-69.7% |
| Participant deferral / active EE | $2,776 | $4,802-42.2% | $4,395-36.8% | $6,400-56.6% |
| Admin fee / account holder | $616 | $5,983-89.7% | $5,329-88.4% | $11,426-94.6% |