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 | $67,467 | $180,449-62.6% | $154,107-56.2% | $135,375-50.2% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -0.10% | 888.09%-888.2pp | 735.12%-735.2pp | 519.73%-519.8pp |
| Employer contribution / active EE | $1,861 | $6,035-69.2% | $5,298-64.9% | $4,779-61.1% |
| Participant deferral / active EE | $4,108 | $5,806-29.2% | $5,081-19.1% | $5,609-26.8% |
| Admin fee / account holder | $538 | $16,143-96.7% | $13,411-96.0% | $10,827-95.0% |