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 | $59,582 | $56,199+6.0% | $67,652-11.9% | $59,632-0.1% |
| Participation rate | 55.7% | 71.5%-15.8pp | 75.7%-20.0pp | 68.7%-13.0pp |
| Annual return | -1.22% | 18505.31%-18506.5pp | 6625.04%-6626.3pp | 2041.28%-2042.5pp |
| Employer contribution / active EE | $923 | $1,614-42.9% | $2,266-59.3% | $2,203-58.1% |
| Participant deferral / active EE | $2,608 | $2,844-8.3% | $3,560-26.7% | $3,192-18.3% |
| Admin fee / account holder | $7,973 | $3,958+101.4% | $4,821+65.4% | $4,297+85.6% |