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 | $14,637 | $84,695-82.7% | $73,843-80.2% | $125,391-88.3% |
| Participation rate | 33.3% | 76.8%-43.4pp | 73.4%-40.1pp | 83.2%-49.9pp |
| Annual return | -0.83% | 3123.53%-3124.4pp | 2267.84%-2268.7pp | 282.22%-283.1pp |
| Employer contribution / active EE | $1,747 | $3,123-44.1% | $2,787-37.3% | $4,866-64.1% |
| Participant deferral / active EE | $3,779 | $3,992-5.3% | $3,583+5.5% | $5,352-29.4% |
| Admin fee / account holder | $1,221 | $5,691-78.5% | $4,880-75.0% | $9,540-87.2% |