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 | $82,437 | $82,630-0.2% | $64,105+28.6% | $125,391-34.3% |
| Participation rate | 54.5% | 75.9%-21.3pp | 68.2%-13.6pp | 83.2%-28.6pp |
| Annual return | -1.49% | 1489.72%-1491.2pp | 791.24%-792.7pp | 282.22%-283.7pp |
| Employer contribution / active EE | $774 | $2,671-71.0% | $1,820-57.5% | $4,866-84.1% |
| Participant deferral / active EE | $1,416 | $3,608-60.8% | $2,822-49.8% | $5,352-73.5% |
| Admin fee / account holder | $2,404 | $6,382-62.3% | $4,499-46.6% | $9,540-74.8% |