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 9-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 | $18,154 | $67,331-73.0% | $60,874-70.2% | $134,475-86.5% |
| Participation rate | 44.4% | 76.2%-31.7pp | 73.1%-28.7pp | 81.2%-36.8pp |
| Annual return | -19.83% | 49.93%-69.8pp | 16.90%-36.7pp | 417.96%-437.8pp |
| Employer contribution / active EE | $1,934 | $3,096-37.5% | $2,701-28.4% | $4,740-59.2% |
| Participant deferral / active EE | $2,945 | $4,538-35.1% | $3,817-22.8% | $6,400-54.0% |
| Admin fee / account holder | $774 | $4,582-83.1% | $3,224-76.0% | $11,426-93.2% |