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 | $58,287 | $54,350+7.2% | $82,719-29.5% | $68,494-14.9% |
| Participation rate | 55.4% | 63.9%-8.6pp | 72.6%-17.2pp | 67.9%-12.5pp |
| Annual return | -14.45% | -13.67%-0.8pp | 701.18%-715.6pp | -7.84%-6.6pp |
| Employer contribution / active EE | $2,166 | $2,218-2.3% | $3,009-28.0% | $2,596-16.6% |
| Participant deferral / active EE | $2,916 | $3,246-10.2% | $4,395-33.6% | $4,027-27.6% |
| Admin fee / account holder | $827 | $4,395-81.2% | $5,329-84.5% | $5,403-84.7% |