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 | $99,221 | $44,850+121.2% | $60,547+63.9% | $59,632+66.4% |
| Participation rate | 45.5% | 59.5%-14.0pp | 68.0%-22.5pp | 68.7%-23.2pp |
| Annual return | -0.95% | 1074.14%-1075.1pp | 335.64%-336.6pp | 2041.28%-2042.2pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $2,419-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,986 | $2,230-10.9% | $3,328-40.3% | $3,192-37.8% |
| Admin fee / account holder | $7,334 | $3,635+101.8% | $4,536+61.7% | $4,297+70.7% |