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 | $21,922 | $138,044-84.1% | $125,339-82.5% | $134,475-83.7% |
| Participation rate | 55.6% | 84.5%-28.9pp | 82.4%-26.8pp | 81.2%-25.7pp |
| Annual return | -4.29% | 750.33%-754.6pp | 572.05%-576.3pp | 417.96%-422.3pp |
| Employer contribution / active EE | $1,345 | $5,243-74.4% | $4,814-72.1% | $4,740-71.6% |
| Participant deferral / active EE | $4,302 | $7,799-44.8% | $7,446-42.2% | $6,400-32.8% |
| Admin fee / account holder | $3,091 | $11,571-73.3% | $10,010-69.1% | $11,426-72.9% |