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 7-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 | $25,133 | $84,695-70.3% | $73,843-66.0% | $125,391-80.0% |
| Participation rate | 52.9% | 76.8%-23.8pp | 73.4%-20.5pp | 83.2%-30.2pp |
| Annual return | -1.25% | 3123.53%-3124.8pp | 2267.84%-2269.1pp | 282.22%-283.5pp |
| Employer contribution / active EE | $775 | $3,123-75.2% | $2,787-72.2% | $4,866-84.1% |
| Participant deferral / active EE | $1,261 | $3,992-68.4% | $3,583-64.8% | $5,352-76.4% |
| Admin fee / account holder | $308 | $5,691-94.6% | $4,880-93.7% | $9,540-96.8% |