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 | $79,093 | $197,825-60.0% | $155,790-49.2% | $125,391-36.9% |
| Participation rate | 66.7% | 82.1%-15.4pp | 76.1%-9.4pp | 83.2%-16.5pp |
| Annual return | -2.82% | 86.74%-89.6pp | 71.54%-74.4pp | 282.22%-285.0pp |
| Employer contribution / active EE | $2,492 | $4,847-48.6% | $3,836-35.0% | $4,866-48.8% |
| Participant deferral / active EE | $22,740 | $5,630+303.9% | $4,797+374.1% | $5,352+324.9% |
| Admin fee / account holder | $429 | $9,545-95.5% | $7,478-94.3% | $9,540-95.5% |