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 | $175,335 | $84,402+107.7% | $61,373+185.7% | $134,475+30.4% |
| Participation rate | 5.6% | 62.2%-56.6pp | 52.6%-47.0pp | 81.2%-75.7pp |
| Annual return | -14.97% | 584.55%-599.5pp | 338.61%-353.6pp | 417.96%-432.9pp |
| Employer contribution / active EE | $333 | $1,544-78.4% | $1,159-71.2% | $4,740-93.0% |
| Participant deferral / active EE | $1,500 | $2,819-46.8% | $2,125-29.4% | $6,400-76.6% |
| Admin fee / account holder | $716 | $2,585-72.3% | $2,130-66.4% | $11,426-93.7% |