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 | $46,717 | $90,320-48.3% | $59,496-21.5% | $125,391-62.7% |
| Participation rate | 69.6% | 68.3%+1.3pp | 54.6%+15.0pp | 83.2%-13.6pp |
| Annual return | -0.29% | 369.13%-369.4pp | 182.05%-182.3pp | 282.22%-282.5pp |
| Employer contribution / active EE | $629 | $1,792-64.9% | $1,153-45.4% | $4,866-87.1% |
| Participant deferral / active EE | $1,593 | $2,716-41.3% | $1,829-12.9% | $5,352-70.2% |
| Admin fee / account holder | $1,184 | $3,063-61.3% | $2,232-47.0% | $9,540-87.6% |