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 | $31,418 | $99,640-68.5% | $86,436-63.7% | $134,475-76.6% |
| Participation rate | 35.7% | 82.0%-46.3pp | 80.3%-44.6pp | 81.2%-45.5pp |
| Annual return | -19.52% | 6782.58%-6802.1pp | 4394.89%-4414.4pp | 417.96%-437.5pp |
| Employer contribution / active EE | $0 | $4,400-100.0% | $3,769-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,992 | $7,246-58.7% | $6,952-57.0% | $6,400-53.3% |
| Admin fee / account holder | $13,675 | $8,371+63.4% | $6,731+103.2% | $11,426+19.7% |