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 | $186,377 | $101,283+84.0% | $75,826+145.8% | $135,375+37.7% |
| Participation rate | 57.1% | 72.7%-15.6pp | 68.2%-11.1pp | 82.6%-25.5pp |
| Annual return | -2.56% | 3384.62%-3387.2pp | 1914.15%-1916.7pp | 519.73%-522.3pp |
| Employer contribution / active EE | $0 | $2,382-100.0% | $1,913-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $12,255 | $3,469+253.3% | $2,862+328.1% | $5,609+118.5% |
| Admin fee / account holder | $556 | $6,539-91.5% | $4,726-88.2% | $10,827-94.9% |