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 | $35,131 | $97,757-64.1% | $83,848-58.1% | $135,375-74.0% |
| Participation rate | 62.5% | 80.0%-17.5pp | 76.1%-13.6pp | 82.6%-20.1pp |
| Annual return | -5.19% | 1287.37%-1292.6pp | 850.88%-856.1pp | 519.73%-524.9pp |
| Employer contribution / active EE | $1,132 | $4,222-73.2% | $3,631-68.8% | $4,779-76.3% |
| Participant deferral / active EE | $3,006 | $4,682-35.8% | $4,082-26.3% | $5,609-46.4% |
| Admin fee / account holder | $6,533 | $6,674-2.1% | $5,478+19.3% | $10,827-39.7% |