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 | $21,905 | $45,152-51.5% | $73,843-70.3% | $59,632-63.3% |
| Participation rate | 57.7% | 64.0%-6.3pp | 73.4%-15.7pp | 68.7%-11.0pp |
| Annual return | -1.00% | 27.40%-28.4pp | 2267.84%-2268.8pp | 2041.28%-2042.3pp |
| Employer contribution / active EE | $464 | $1,902-75.6% | $2,787-83.3% | $2,203-78.9% |
| Participant deferral / active EE | $1,121 | $2,574-56.4% | $3,583-68.7% | $3,192-64.9% |
| Admin fee / account holder | $751 | $3,516-78.6% | $4,880-84.6% | $4,297-82.5% |