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 8-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 | $28,428 | $84,402-66.3% | $61,373-53.7% | $134,475-78.9% |
| Participation rate | 16.7% | 62.2%-45.5pp | 52.6%-35.9pp | 81.2%-64.6pp |
| Annual return | -13.19% | 584.55%-597.7pp | 338.61%-351.8pp | 417.96%-431.2pp |
| Employer contribution / active EE | $350 | $1,544-77.3% | $1,159-69.8% | $4,740-92.6% |
| Participant deferral / active EE | $1,124 | $2,819-60.1% | $2,125-47.1% | $6,400-82.4% |
| Admin fee / account holder | $1,874 | $2,585-27.5% | $2,130-12.0% | $11,426-83.6% |