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 | $87,495 | $138,044-36.6% | $125,339-30.2% | $134,475-34.9% |
| Participation rate | 68.4% | 84.5%-16.1pp | 82.4%-13.9pp | 81.2%-12.8pp |
| Annual return | -15.85% | 750.33%-766.2pp | 572.05%-587.9pp | 417.96%-433.8pp |
| Employer contribution / active EE | $0 | $5,243-100.0% | $4,814-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,866 | $7,799-50.4% | $7,446-48.1% | $6,400-39.6% |
| Admin fee / account holder | $17,794 | $11,571+53.8% | $10,010+77.8% | $11,426+55.7% |