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 | $42,392 | $104,106-59.3% | $71,086-40.4% | $135,375-68.7% |
| Participation rate | 19.0% | 65.7%-46.6pp | 54.7%-35.6pp | 82.6%-63.6pp |
| Annual return | -8.86% | 1256.30%-1265.2pp | 650.59%-659.4pp | 519.73%-528.6pp |
| Employer contribution / active EE | $610 | $1,485-58.9% | $1,088-43.9% | $4,779-87.2% |
| Participant deferral / active EE | $1,239 | $2,527-51.0% | $1,874-33.9% | $5,609-77.9% |
| Admin fee / account holder | $1,790 | $4,142-56.8% | $3,082-41.9% | $10,827-83.5% |