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 | $105,583 | $138,065-23.5% | $123,544-14.5% | $135,375-22.0% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -2.36% | 153.68%-156.0pp | 119.20%-121.6pp | 519.73%-522.1pp |
| Employer contribution / active EE | $8,707 | $5,151+69.0% | $4,628+88.1% | $4,779+82.2% |
| Participant deferral / active EE | $4,899 | $6,799-27.9% | $6,426-23.8% | $5,609-12.6% |
| Admin fee / account holder | $4,433 | $10,916-59.4% | $9,284-52.3% | $10,827-59.1% |