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 | $121,906 | $27,641+341.0% | $61,373+98.6% | $68,494+78.0% |
| Participation rate | 11.9% | 39.5%-27.6pp | 52.6%-40.6pp | 67.9%-55.9pp |
| Annual return | -13.98% | -13.24%-0.7pp | 338.61%-352.6pp | -7.84%-6.1pp |
| Employer contribution / active EE | $374 | $695-46.2% | $1,159-67.7% | $2,596-85.6% |
| Participant deferral / active EE | $1,072 | $1,263-15.1% | $2,125-49.5% | $4,027-73.4% |
| Admin fee / account holder | $2,834 | $2,010+41.0% | $2,130+33.1% | $5,403-47.6% |