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 | $52,961 | $152,509-65.3% | $117,472-54.9% | $134,475-60.6% |
| Participation rate | 50.0% | 77.1%-27.1pp | 70.6%-20.6pp | 81.2%-31.2pp |
| Annual return | 0.54% | 52.99%-52.4pp | 29.74%-29.2pp | 417.96%-417.4pp |
| Employer contribution / active EE | $2,788 | $5,571-50.0% | $4,176-33.2% | $4,740-41.2% |
| Participant deferral / active EE | $2,788 | $4,818-42.1% | $4,070-31.5% | $6,400-56.4% |
| Admin fee / account holder | $477 | $7,004-93.2% | $5,645-91.6% | $11,426-95.8% |