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 | $146,591 | $135,635+8.1% | $110,238+33.0% | $135,375+8.3% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.8%-13.2pp | 82.6%-16.0pp |
| Annual return | -7.45% | 513.19%-520.6pp | 314.74%-322.2pp | 519.73%-527.2pp |
| Employer contribution / active EE | $3,715 | $4,906-24.3% | $3,826-2.9% | $4,779-22.3% |
| Participant deferral / active EE | $6,484 | $5,506+17.7% | $4,672+38.8% | $5,609+15.6% |
| Admin fee / account holder | $2,995 | $11,457-73.9% | $8,547-65.0% | $10,827-72.3% |