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 | $43,349 | $27,641+56.8% | $61,373-29.4% | $68,494-36.7% |
| Participation rate | 24.2% | 39.5%-15.3pp | 52.6%-28.4pp | 67.9%-43.7pp |
| Annual return | -18.51% | -13.24%-5.3pp | 338.61%-357.1pp | -7.84%-10.7pp |
| Employer contribution / active EE | $424 | $695-39.0% | $1,159-63.4% | $2,596-83.7% |
| Participant deferral / active EE | $618 | $1,263-51.1% | $2,125-70.9% | $4,027-84.6% |
| Admin fee / account holder | $2,054 | $2,010+2.2% | $2,130-3.6% | $5,403-62.0% |