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 | $38,706 | $84,402-54.1% | $61,373-36.9% | $134,475-71.2% |
| Participation rate | 0.0% | 62.2%-62.2pp | 52.6%-52.6pp | 81.2%-81.2pp |
| Annual return | -17.81% | 584.55%-602.4pp | 338.61%-356.4pp | 417.96%-435.8pp |
| Employer contribution / active EE | $1,496 | $1,544-3.1% | $1,159+29.0% | $4,740-68.4% |
| Participant deferral / active EE | $3,171 | $2,819+12.5% | $2,125+49.2% | $6,400-50.5% |
| Admin fee / account holder | $8,624 | $2,585+233.6% | $2,130+304.9% | $11,426-24.5% |