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 | $131,989 | $88,594+49.0% | $70,092+88.3% | $134,475-1.8% |
| Participation rate | 25.0% | 74.9%-49.9pp | 70.5%-45.5pp | 81.2%-56.2pp |
| Annual return | -19.01% | 442.67%-461.7pp | 190.73%-209.7pp | 417.96%-437.0pp |
| Employer contribution / active EE | $0 | $3,233-100.0% | $2,559-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,563 | $4,772-67.3% | $3,849-59.4% | $6,400-75.6% |
| Admin fee / account holder | $488 | $10,441-95.3% | $6,267-92.2% | $11,426-95.7% |