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 6-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 | $52,938 | $27,641+91.5% | $61,373-13.7% | $68,494-22.7% |
| Participation rate | 6.8% | 39.5%-32.7pp | 52.6%-45.8pp | 67.9%-61.1pp |
| Annual return | -15.40% | -13.24%-2.2pp | 338.61%-354.0pp | -7.84%-7.6pp |
| Employer contribution / active EE | $221 | $695-68.2% | $1,159-80.9% | $2,596-91.5% |
| Participant deferral / active EE | $1,013 | $1,263-19.8% | $2,125-52.3% | $4,027-74.8% |
| Admin fee / account holder | $5,295 | $2,010+163.4% | $2,130+148.6% | $5,403-2.0% |