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 | $129,924 | $138,044-5.9% | $125,339+3.7% | $134,475-3.4% |
| Participation rate | 52.4% | 84.5%-32.1pp | 82.4%-30.0pp | 81.2%-28.8pp |
| Annual return | -19.23% | 750.33%-769.6pp | 572.05%-591.3pp | 417.96%-437.2pp |
| Employer contribution / active EE | $2,078 | $5,243-60.4% | $4,814-56.8% | $4,740-56.2% |
| Participant deferral / active EE | $4,695 | $7,799-39.8% | $7,446-36.9% | $6,400-26.6% |
| Admin fee / account holder | $2,624 | $11,571-77.3% | $10,010-73.8% | $11,426-77.0% |