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 | $45,177 | $106,543-57.6% | $91,220-50.5% | $134,475-66.4% |
| Participation rate | 47.1% | 76.8%-29.7pp | 73.2%-26.1pp | 81.2%-34.2pp |
| Annual return | -18.19% | 160.60%-178.8pp | 114.01%-132.2pp | 417.96%-436.2pp |
| Employer contribution / active EE | $689 | $3,331-79.3% | $2,850-75.8% | $4,740-85.5% |
| Participant deferral / active EE | $2,685 | $4,719-43.1% | $4,234-36.6% | $6,400-58.0% |
| Admin fee / account holder | $808 | $6,231-87.0% | $5,420-85.1% | $11,426-92.9% |