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 | $34,202 | $76,738-55.4% | $56,411-39.4% | $145,922-76.6% |
| Participation rate | 0.0% | 63.2%-63.2pp | 52.5%-52.5pp | 80.3%-80.3pp |
| Annual return | 12.80% | 2994.23%-2981.4pp | 1701.33%-1688.5pp | 561.29%-548.5pp |
| Employer contribution / active EE | $1,244 | $1,380-9.8% | $1,039+19.8% | $4,660-73.3% |
| Participant deferral / active EE | $803 | $2,623-69.4% | $1,952-58.9% | $6,688-88.0% |
| Admin fee / account holder | $528 | $3,334-84.1% | $2,829-81.3% | $13,397-96.1% |