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 | $35,427 | $84,402-58.0% | $61,373-42.3% | $134,475-73.7% |
| Participation rate | 69.6% | 62.2%+7.4pp | 52.6%+17.0pp | 81.2%-11.7pp |
| Annual return | -21.15% | 584.55%-605.7pp | 338.61%-359.8pp | 417.96%-439.1pp |
| Employer contribution / active EE | $56 | $1,544-96.4% | $1,159-95.2% | $4,740-98.8% |
| Participant deferral / active EE | $1,978 | $2,819-29.8% | $2,125-6.9% | $6,400-69.1% |
| Admin fee / account holder | $4,228 | $2,585+63.5% | $2,130+98.5% | $11,426-63.0% |