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 | $48,834 | $84,695-42.3% | $73,843-33.9% | $125,391-61.1% |
| Participation rate | 50.0% | 76.8%-26.8pp | 73.4%-23.4pp | 83.2%-33.2pp |
| Annual return | 0.12% | 3123.53%-3123.4pp | 2267.84%-2267.7pp | 282.22%-282.1pp |
| Employer contribution / active EE | $1,587 | $3,123-49.2% | $2,787-43.1% | $4,866-67.4% |
| Participant deferral / active EE | $7,977 | $3,992+99.8% | $3,583+122.6% | $5,352+49.1% |
| Admin fee / account holder | $8,893 | $5,691+56.3% | $4,880+82.2% | $9,540-6.8% |