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 | $5,063 | $84,402-94.0% | $61,373-91.7% | $134,475-96.2% |
| Participation rate | 64.3% | 62.2%+2.1pp | 52.6%+11.7pp | 81.2%-16.9pp |
| Annual return | -19.26% | 584.55%-603.8pp | 338.61%-357.9pp | 417.96%-437.2pp |
| Employer contribution / active EE | $1,174 | $1,544-24.0% | $1,159+1.3% | $4,740-75.2% |
| Participant deferral / active EE | $2,165 | $2,819-23.2% | $2,125+1.9% | $6,400-66.2% |
| Admin fee / account holder | $410 | $2,585-84.1% | $2,130-80.7% | $11,426-96.4% |