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 | $90,009 | $138,044-34.8% | $125,339-28.2% | $134,475-33.1% |
| Participation rate | 68.2% | 84.5%-16.3pp | 82.4%-14.2pp | 81.2%-13.0pp |
| Annual return | -17.49% | 750.33%-767.8pp | 572.05%-589.5pp | 417.96%-435.5pp |
| Employer contribution / active EE | $2,073 | $5,243-60.5% | $4,814-56.9% | $4,740-56.3% |
| Participant deferral / active EE | $6,886 | $7,799-11.7% | $7,446-7.5% | $6,400+7.6% |
| Admin fee / account holder | $4,946 | $11,571-57.3% | $10,010-50.6% | $11,426-56.7% |