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 | $14,950 | $101,283-85.2% | $75,826-80.3% | $135,375-89.0% |
| Participation rate | 68.4% | 72.7%-4.3pp | 68.2%+0.2pp | 82.6%-14.2pp |
| Annual return | -8.37% | 3384.62%-3393.0pp | 1914.15%-1922.5pp | 519.73%-528.1pp |
| Employer contribution / active EE | $1,346 | $2,382-43.5% | $1,913-29.7% | $4,779-71.8% |
| Participant deferral / active EE | $1,979 | $3,469-43.0% | $2,862-30.9% | $5,609-64.7% |
| Admin fee / account holder | $1,880 | $6,539-71.2% | $4,726-60.2% | $10,827-82.6% |