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 | $49,760 | $180,449-72.4% | $154,107-67.7% | $135,375-63.2% |
| Participation rate | 40.0% | 87.4%-47.4pp | 83.0%-43.0pp | 82.6%-42.6pp |
| Annual return | -7.74% | 888.09%-895.8pp | 735.12%-742.9pp | 519.73%-527.5pp |
| Employer contribution / active EE | $1,962 | $6,035-67.5% | $5,298-63.0% | $4,779-58.9% |
| Participant deferral / active EE | $4,008 | $5,806-31.0% | $5,081-21.1% | $5,609-28.5% |
| Admin fee / account holder | $4,353 | $16,143-73.0% | $13,411-67.5% | $10,827-59.8% |