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 | $56,969 | $92,703-38.5% | $82,719-31.1% | $134,475-57.6% |
| Participation rate | 55.6% | 75.2%-19.6pp | 72.6%-17.0pp | 81.2%-25.7pp |
| Annual return | -1.00% | 944.92%-945.9pp | 701.18%-702.2pp | 417.96%-419.0pp |
| Employer contribution / active EE | $1,143 | $3,274-65.1% | $3,009-62.0% | $4,740-75.9% |
| Participant deferral / active EE | $2,146 | $4,802-55.3% | $4,395-51.2% | $6,400-66.5% |
| Admin fee / account holder | $551 | $5,983-90.8% | $5,329-89.7% | $11,426-95.2% |