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 | $77,289 | $92,703-16.6% | $82,719-6.6% | $134,475-42.5% |
| Participation rate | 36.4% | 75.2%-38.8pp | 72.6%-36.2pp | 81.2%-44.9pp |
| Annual return | -19.18% | 944.92%-964.1pp | 701.18%-720.4pp | 417.96%-437.1pp |
| Employer contribution / active EE | $3,669 | $3,274+12.1% | $3,009+21.9% | $4,740-22.6% |
| Participant deferral / active EE | $3,701 | $4,802-22.9% | $4,395-15.8% | $6,400-42.2% |
| Admin fee / account holder | $909 | $5,983-84.8% | $5,329-82.9% | $11,426-92.0% |