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 | $50,331 | $97,757-48.5% | $83,848-40.0% | $135,375-62.8% |
| Participation rate | 59.1% | 80.0%-20.9pp | 76.1%-17.1pp | 82.6%-23.5pp |
| Annual return | -8.93% | 1287.37%-1296.3pp | 850.88%-859.8pp | 519.73%-528.7pp |
| Employer contribution / active EE | $1,781 | $4,222-57.8% | $3,631-51.0% | $4,779-62.7% |
| Participant deferral / active EE | $4,406 | $4,682-5.9% | $4,082+8.0% | $5,609-21.4% |
| Admin fee / account holder | $2,215 | $6,674-66.8% | $5,478-59.6% | $10,827-79.5% |