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 9-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 | $96,557 | $142,344-32.2% | $119,609-19.3% | $134,475-28.2% |
| Participation rate | 42.9% | 82.8%-40.0pp | 79.3%-36.4pp | 81.2%-38.4pp |
| Annual return | -19.14% | -12.44%-6.7pp | -14.97%-4.2pp | 417.96%-437.1pp |
| Employer contribution / active EE | $6,301 | $5,222+20.7% | $4,232+48.9% | $4,740+32.9% |
| Participant deferral / active EE | $11,255 | $6,469+74.0% | $5,602+100.9% | $6,400+75.9% |
| Admin fee / account holder | $455 | $13,584-96.6% | $10,323-95.6% | $11,426-96.0% |