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 | $11,250 | $92,703-87.9% | $82,719-86.4% | $134,475-91.6% |
| Participation rate | 36.8% | 75.2%-38.4pp | 72.6%-35.7pp | 81.2%-44.4pp |
| Annual return | -12.26% | 944.92%-957.2pp | 701.18%-713.4pp | 417.96%-430.2pp |
| Employer contribution / active EE | $698 | $3,274-78.7% | $3,009-76.8% | $4,740-85.3% |
| Participant deferral / active EE | $1,385 | $4,802-71.2% | $4,395-68.5% | $6,400-78.4% |
| Admin fee / account holder | $34,208 | $5,983+471.8% | $5,329+541.9% | $11,426+199.4% |