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 | $35,436 | $92,703-61.8% | $82,719-57.2% | $134,475-73.6% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -5.51% | 944.92%-950.4pp | 701.18%-706.7pp | 417.96%-423.5pp |
| Employer contribution / active EE | $2,022 | $3,274-38.2% | $3,009-32.8% | $4,740-57.3% |
| Participant deferral / active EE | $1,002 | $4,802-79.1% | $4,395-77.2% | $6,400-84.3% |
| Admin fee / account holder | $994 | $5,983-83.4% | $5,329-81.4% | $11,426-91.3% |