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 9-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 | $21,793 | $84,402-74.2% | $61,373-64.5% | $134,475-83.8% |
| Participation rate | 50.0% | 62.2%-12.2pp | 52.6%-2.6pp | 81.2%-31.2pp |
| Annual return | -18.05% | 584.55%-602.6pp | 338.61%-356.7pp | 417.96%-436.0pp |
| Employer contribution / active EE | $1,373 | $1,544-11.1% | $1,159+18.4% | $4,740-71.0% |
| Participant deferral / active EE | $1,682 | $2,819-40.3% | $2,125-20.8% | $6,400-73.7% |
| Admin fee / account holder | $5,143 | $2,585+98.9% | $2,130+141.5% | $11,426-55.0% |