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 | $98,244 | $99,032-0.8% | $80,019+22.8% | $135,375-27.4% |
| Participation rate | 66.7% | 78.4%-11.7pp | 75.8%-9.2pp | 82.6%-16.0pp |
| Annual return | -8.34% | 15.39%-23.7pp | 11.22%-19.6pp | 519.73%-528.1pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $2,468-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $17,964 | $4,282+319.5% | $3,686+387.4% | $5,609+220.3% |
| Admin fee / account holder | $2,669 | $10,436-74.4% | $6,521-59.1% | $10,827-75.3% |