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 | $178,926 | $84,402+112.0% | $61,373+191.5% | $134,475+33.1% |
| Participation rate | 50.0% | 62.2%-12.2pp | 52.6%-2.6pp | 81.2%-31.2pp |
| Annual return | -19.51% | 584.55%-604.1pp | 338.61%-358.1pp | 417.96%-437.5pp |
| Employer contribution / active EE | $1,000 | $1,544-35.3% | $1,159-13.7% | $4,740-78.9% |
| Participant deferral / active EE | $6,500 | $2,819+130.6% | $2,125+205.9% | $6,400+1.6% |
| Admin fee / account holder | $984 | $2,585-61.9% | $2,130-53.8% | $11,426-91.4% |