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 8-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 | $118,864 | $167,484-29.0% | $151,611-21.6% | $134,475-11.6% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.5%-37.5pp | 81.2%-31.2pp |
| Annual return | -20.43% | 7.80%-28.2pp | 3.33%-23.8pp | 417.96%-438.4pp |
| Employer contribution / active EE | $2,000 | $6,829-70.7% | $6,166-67.6% | $4,740-57.8% |
| Participant deferral / active EE | $10,250 | $8,986+14.1% | $8,363+22.6% | $6,400+60.2% |
| Admin fee / account holder | $33,794 | $13,783+145.2% | $11,616+190.9% | $11,426+195.8% |