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 | $35,060 | $138,065-74.6% | $123,544-71.6% | $135,375-74.1% |
| Participation rate | 35.7% | 84.7%-49.0pp | 82.3%-46.6pp | 82.6%-46.9pp |
| Annual return | -6.15% | 153.68%-159.8pp | 119.20%-125.3pp | 519.73%-525.9pp |
| Employer contribution / active EE | $1,391 | $5,151-73.0% | $4,628-70.0% | $4,779-70.9% |
| Participant deferral / active EE | $3,994 | $6,799-41.3% | $6,426-37.8% | $5,609-28.8% |
| Admin fee / account holder | $10,611 | $10,916-2.8% | $9,284+14.3% | $10,827-2.0% |