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 | $79,633 | $138,065-42.3% | $123,544-35.5% | $135,375-41.2% |
| Participation rate | 62.5% | 84.7%-22.2pp | 82.3%-19.8pp | 82.6%-20.1pp |
| Annual return | -5.65% | 153.68%-159.3pp | 119.20%-124.8pp | 519.73%-525.4pp |
| Employer contribution / active EE | $2,246 | $5,151-56.4% | $4,628-51.5% | $4,779-53.0% |
| Participant deferral / active EE | $8,978 | $6,799+32.0% | $6,426+39.7% | $5,609+60.1% |
| Admin fee / account holder | $14,729 | $10,916+34.9% | $9,284+58.6% | $10,827+36.0% |