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 | $80,409 | $92,703-13.3% | $82,719-2.8% | $134,475-40.2% |
| Participation rate | 46.2% | 75.2%-29.0pp | 72.6%-26.4pp | 81.2%-35.1pp |
| Annual return | -15.49% | 944.92%-960.4pp | 701.18%-716.7pp | 417.96%-433.5pp |
| Employer contribution / active EE | $1,870 | $3,274-42.9% | $3,009-37.8% | $4,740-60.5% |
| Participant deferral / active EE | $5,855 | $4,802+21.9% | $4,395+33.2% | $6,400-8.5% |
| Admin fee / account holder | $15,524 | $5,983+159.5% | $5,329+191.3% | $11,426+35.9% |