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 | $22,363 | $99,640-77.6% | $86,436-74.1% | $134,475-83.4% |
| Participation rate | 40.0% | 82.0%-42.0pp | 80.3%-40.3pp | 81.2%-41.2pp |
| Annual return | -17.19% | 6782.58%-6799.8pp | 4394.89%-4412.1pp | 417.96%-435.2pp |
| Employer contribution / active EE | $1,440 | $4,400-67.3% | $3,769-61.8% | $4,740-69.6% |
| Participant deferral / active EE | $4,601 | $7,246-36.5% | $6,952-33.8% | $6,400-28.1% |
| Admin fee / account holder | $1,394 | $8,371-83.3% | $6,731-79.3% | $11,426-87.8% |