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 | $47,491 | $54,350-12.6% | $82,719-42.6% | $68,494-30.7% |
| Participation rate | 54.3% | 63.9%-9.6pp | 72.6%-18.3pp | 67.9%-13.6pp |
| Annual return | -16.43% | -13.67%-2.8pp | 701.18%-717.6pp | -7.84%-8.6pp |
| Employer contribution / active EE | $2,530 | $2,218+14.1% | $3,009-15.9% | $2,596-2.6% |
| Participant deferral / active EE | $3,062 | $3,246-5.7% | $4,395-30.3% | $4,027-24.0% |
| Admin fee / account holder | $8,122 | $4,395+84.8% | $5,329+52.4% | $5,403+50.3% |