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 | $54,016 | $95,971-43.7% | $74,550-27.5% | $135,375-60.1% |
| Participation rate | 40.0% | 75.7%-35.7pp | 69.1%-29.1pp | 82.6%-42.6pp |
| Annual return | -8.67% | 56.96%-65.6pp | 32.53%-41.2pp | 519.73%-528.4pp |
| Employer contribution / active EE | $460 | $2,716-83.1% | $1,961-76.5% | $4,779-90.4% |
| Participant deferral / active EE | $4,600 | $3,843+19.7% | $3,108+48.0% | $5,609-18.0% |
| Admin fee / account holder | $711 | $6,522-89.1% | $5,060-85.9% | $10,827-93.4% |