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 | $61,102 | $138,065-55.7% | $123,544-50.5% | $135,375-54.9% |
| Participation rate | 0.0% | 84.7%-84.7pp | 82.3%-82.3pp | 82.6%-82.6pp |
| Annual return | -0.75% | 153.68%-154.4pp | 119.20%-119.9pp | 519.73%-520.5pp |
| Employer contribution / active EE | $3,365 | $5,151-34.7% | $4,628-27.3% | $4,779-29.6% |
| Participant deferral / active EE | $11,047 | $6,799+62.5% | $6,426+71.9% | $5,609+97.0% |
| Admin fee / account holder | $2,059 | $10,916-81.1% | $9,284-77.8% | $10,827-81.0% |