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 | $79,703 | $135,635-41.2% | $110,238-27.7% | $135,375-41.1% |
| Participation rate | 57.1% | 83.5%-26.3pp | 79.8%-22.7pp | 82.6%-25.5pp |
| Annual return | -7.73% | 513.19%-520.9pp | 314.74%-322.5pp | 519.73%-527.5pp |
| Employer contribution / active EE | $2,420 | $4,906-50.7% | $3,826-36.8% | $4,779-49.4% |
| Participant deferral / active EE | $5,631 | $5,506+2.3% | $4,672+20.5% | $5,609+0.4% |
| Admin fee / account holder | $10,881 | $11,457-5.0% | $8,547+27.3% | $10,827+0.5% |