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 | $42,873 | $180,449-76.2% | $154,107-72.2% | $135,375-68.3% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -7.18% | 888.09%-895.3pp | 735.12%-742.3pp | 519.73%-526.9pp |
| Employer contribution / active EE | $2,463 | $6,035-59.2% | $5,298-53.5% | $4,779-48.5% |
| Participant deferral / active EE | $4,335 | $5,806-25.3% | $5,081-14.7% | $5,609-22.7% |
| Admin fee / account holder | $4,212 | $16,143-73.9% | $13,411-68.6% | $10,827-61.1% |