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 | $171,733 | $92,703+85.3% | $82,719+107.6% | $134,475+27.7% |
| Participation rate | 0.0% | 75.2%-75.2pp | 72.6%-72.6pp | 81.2%-81.2pp |
| Annual return | -16.20% | 944.92%-961.1pp | 701.18%-717.4pp | 417.96%-434.2pp |
| Employer contribution / active EE | $1,506 | $3,274-54.0% | $3,009-49.9% | $4,740-68.2% |
| Participant deferral / active EE | $4,026 | $4,802-16.2% | $4,395-8.4% | $6,400-37.1% |
| Admin fee / account holder | $2,613 | $5,983-56.3% | $5,329-51.0% | $11,426-77.1% |