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 | $24,677 | $95,971-74.3% | $74,550-66.9% | $135,375-81.8% |
| Participation rate | 26.7% | 75.7%-49.0pp | 69.1%-42.5pp | 82.6%-56.0pp |
| Annual return | -1.50% | 56.96%-58.5pp | 32.53%-34.0pp | 519.73%-521.2pp |
| Employer contribution / active EE | $1,177 | $2,716-56.7% | $1,961-40.0% | $4,779-75.4% |
| Participant deferral / active EE | $2,302 | $3,843-40.1% | $3,108-25.9% | $5,609-59.0% |
| Admin fee / account holder | $326 | $6,522-95.0% | $5,060-93.6% | $10,827-97.0% |