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 | $77,191 | $138,044-44.1% | $125,339-38.4% | $134,475-42.6% |
| Participation rate | 58.8% | 84.5%-25.7pp | 82.4%-23.5pp | 81.2%-22.4pp |
| Annual return | -7.80% | 750.33%-758.1pp | 572.05%-579.8pp | 417.96%-425.8pp |
| Employer contribution / active EE | $3,311 | $5,243-36.9% | $4,814-31.2% | $4,740-30.2% |
| Participant deferral / active EE | $3,893 | $7,799-50.1% | $7,446-47.7% | $6,400-39.2% |
| Admin fee / account holder | $28,958 | $11,571+150.3% | $10,010+189.3% | $11,426+153.4% |