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 | $21,858 | $54,350-59.8% | $82,719-73.6% | $68,494-68.1% |
| Participation rate | 68.2% | 63.9%+4.3pp | 72.6%-4.3pp | 67.9%+0.3pp |
| Annual return | -17.21% | -13.67%-3.5pp | 701.18%-718.4pp | -7.84%-9.4pp |
| Employer contribution / active EE | $1,410 | $2,218-36.5% | $3,009-53.2% | $2,596-45.7% |
| Participant deferral / active EE | $2,789 | $3,246-14.1% | $4,395-36.5% | $4,027-30.7% |
| Admin fee / account holder | $993 | $4,395-77.4% | $5,329-81.4% | $5,403-81.6% |