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 5-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 | $25,119 | $84,402-70.2% | $61,373-59.1% | $134,475-81.3% |
| Participation rate | 21.1% | 62.2%-41.1pp | 52.6%-31.5pp | 81.2%-60.2pp |
| Annual return | -18.08% | 584.55%-602.6pp | 338.61%-356.7pp | 417.96%-436.0pp |
| Employer contribution / active EE | $596 | $1,544-61.4% | $1,159-48.6% | $4,740-87.4% |
| Participant deferral / active EE | $2,846 | $2,819+1.0% | $2,125+33.9% | $6,400-55.5% |
| Admin fee / account holder | $5,219 | $2,585+101.9% | $2,130+145.1% | $11,426-54.3% |