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 | $166,962 | $90,600+84.3% | $79,464+110.1% | $135,375+23.3% |
| Participation rate | 33.3% | 76.0%-42.7pp | 73.3%-40.0pp | 82.6%-49.3pp |
| Annual return | -9.34% | 977.43%-986.8pp | 718.14%-727.5pp | 519.73%-529.1pp |
| Employer contribution / active EE | $5,720 | $3,068+86.4% | $2,800+104.3% | $4,779+19.7% |
| Participant deferral / active EE | $6,833 | $4,050+68.7% | $3,704+84.5% | $5,609+21.8% |
| Admin fee / account holder | $8,210 | $5,907+39.0% | $5,113+60.6% | $10,827-24.2% |