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 | $84,184 | $27,641+204.6% | $61,373+37.2% | $68,494+22.9% |
| Participation rate | 29.4% | 39.5%-10.1pp | 52.6%-23.2pp | 67.9%-38.5pp |
| Annual return | -11.08% | -13.24%+2.2pp | 338.61%-349.7pp | -7.84%-3.2pp |
| Employer contribution / active EE | $986 | $695+41.8% | $1,159-14.9% | $2,596-62.0% |
| Participant deferral / active EE | $2,564 | $1,263+103.0% | $2,125+20.7% | $4,027-36.3% |
| Admin fee / account holder | $25,858 | $2,010+1186.5% | $2,130+1114.2% | $5,403+378.6% |