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 | $38,010 | $27,641+37.5% | $61,373-38.1% | $68,494-44.5% |
| Participation rate | 35.4% | 39.5%-4.0pp | 52.6%-17.1pp | 67.9%-32.4pp |
| Annual return | -16.70% | -13.24%-3.5pp | 338.61%-355.3pp | -7.84%-8.9pp |
| Employer contribution / active EE | $220 | $695-68.4% | $1,159-81.0% | $2,596-91.5% |
| Participant deferral / active EE | $2,296 | $1,263+81.7% | $2,125+8.0% | $4,027-43.0% |
| Admin fee / account holder | $2,219 | $2,010+10.4% | $2,130+4.2% | $5,403-58.9% |