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 | $45,408 | $90,600-49.9% | $79,464-42.9% | $135,375-66.5% |
| Participation rate | 60.0% | 76.0%-16.0pp | 73.3%-13.3pp | 82.6%-22.6pp |
| Annual return | -8.48% | 977.43%-985.9pp | 718.14%-726.6pp | 519.73%-528.2pp |
| Employer contribution / active EE | $2,109 | $3,068-31.3% | $2,800-24.7% | $4,779-55.9% |
| Participant deferral / active EE | $5,028 | $4,050+24.1% | $3,704+35.7% | $5,609-10.4% |
| Admin fee / account holder | $90,631 | $5,907+1434.3% | $5,113+1672.6% | $10,827+737.1% |