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 | $94,499 | $97,757-3.3% | $83,848+12.7% | $135,375-30.2% |
| Participation rate | 57.1% | 80.0%-22.8pp | 76.1%-19.0pp | 82.6%-25.5pp |
| Annual return | -5.98% | 1287.37%-1293.3pp | 850.88%-856.9pp | 519.73%-525.7pp |
| Employer contribution / active EE | $3,474 | $4,222-17.7% | $3,631-4.3% | $4,779-27.3% |
| Participant deferral / active EE | $7,218 | $4,682+54.2% | $4,082+76.8% | $5,609+28.7% |
| Admin fee / account holder | $6,127 | $6,674-8.2% | $5,478+11.8% | $10,827-43.4% |