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 | $45,091 | $56,199-19.8% | $67,652-33.3% | $59,632-24.4% |
| Participation rate | 60.5% | 71.5%-11.0pp | 75.7%-15.2pp | 68.7%-8.2pp |
| Annual return | -1.98% | 18505.31%-18507.3pp | 6625.04%-6627.0pp | 2041.28%-2043.3pp |
| Employer contribution / active EE | $2,249 | $1,614+39.3% | $2,266-0.7% | $2,203+2.1% |
| Participant deferral / active EE | $5,239 | $2,844+84.2% | $3,560+47.2% | $3,192+64.2% |
| Admin fee / account holder | $676 | $3,958-82.9% | $4,821-86.0% | $4,297-84.3% |