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 9-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 | $45,355 | $138,044-67.1% | $125,339-63.8% | $134,475-66.3% |
| Participation rate | 39.1% | 84.5%-45.4pp | 82.4%-43.2pp | 81.2%-42.1pp |
| Annual return | -7.08% | 750.33%-757.4pp | 572.05%-579.1pp | 417.96%-425.0pp |
| Employer contribution / active EE | $0 | $5,243-100.0% | $4,814-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,604 | $7,799-53.8% | $7,446-51.6% | $6,400-43.7% |
| Admin fee / account holder | $3,486 | $11,571-69.9% | $10,010-65.2% | $11,426-69.5% |