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 | $27,490 | $104,106-73.6% | $71,086-61.3% | $135,375-79.7% |
| Participation rate | 42.9% | 65.7%-22.8pp | 54.7%-11.8pp | 82.6%-39.8pp |
| Annual return | -11.07% | 1256.30%-1267.4pp | 650.59%-661.7pp | 519.73%-530.8pp |
| Employer contribution / active EE | $1,101 | $1,485-25.9% | $1,088+1.2% | $4,779-77.0% |
| Participant deferral / active EE | $1,408 | $2,527-44.3% | $1,874-24.9% | $5,609-74.9% |
| Admin fee / account holder | $1,917 | $4,142-53.7% | $3,082-37.8% | $10,827-82.3% |