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 | $38,853 | $90,600-57.1% | $79,464-51.1% | $135,375-71.3% |
| Participation rate | 56.3% | 76.0%-19.8pp | 73.3%-17.1pp | 82.6%-26.4pp |
| Annual return | -6.52% | 977.43%-984.0pp | 718.14%-724.7pp | 519.73%-526.3pp |
| Employer contribution / active EE | $1,076 | $3,068-64.9% | $2,800-61.6% | $4,779-77.5% |
| Participant deferral / active EE | $1,076 | $4,050-73.4% | $3,704-70.9% | $5,609-80.8% |
| Admin fee / account holder | $319 | $5,907-94.6% | $5,113-93.8% | $10,827-97.1% |