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 | $54,404 | $88,594-38.6% | $70,092-22.4% | $134,475-59.5% |
| Participation rate | 64.3% | 74.9%-10.6pp | 70.5%-6.2pp | 81.2%-16.9pp |
| Annual return | -16.65% | 442.67%-459.3pp | 190.73%-207.4pp | 417.96%-434.6pp |
| Employer contribution / active EE | $0 | $3,233-100.0% | $2,559-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,050 | $4,772-78.0% | $3,849-72.7% | $6,400-83.6% |
| Admin fee / account holder | $6,066 | $10,441-41.9% | $6,267-3.2% | $11,426-46.9% |