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 7-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 | $98,605 | $84,402+16.8% | $61,373+60.7% | $134,475-26.7% |
| Participation rate | 17.4% | 62.2%-44.8pp | 52.6%-35.2pp | 81.2%-63.8pp |
| Annual return | -19.67% | 584.55%-604.2pp | 338.61%-358.3pp | 417.96%-437.6pp |
| Employer contribution / active EE | $0 | $1,544-100.0% | $1,159-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,485 | $2,819-47.3% | $2,125-30.1% | $6,400-76.8% |
| Admin fee / account holder | $3,673 | $2,585+42.1% | $2,130+72.4% | $11,426-67.9% |