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 10-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 | $42,771 | $84,695-49.5% | $73,843-42.1% | $125,391-65.9% |
| Participation rate | 50.0% | 76.8%-26.8pp | 73.4%-23.4pp | 83.2%-33.2pp |
| Annual return | 0.94% | 3123.53%-3122.6pp | 2267.84%-2266.9pp | 282.22%-281.3pp |
| Employer contribution / active EE | $1,229 | $3,123-60.6% | $2,787-55.9% | $4,866-74.7% |
| Participant deferral / active EE | $1,597 | $3,992-60.0% | $3,583-55.4% | $5,352-70.2% |
| Admin fee / account holder | $32,168 | $5,691+465.2% | $4,880+559.1% | $9,540+237.2% |