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 | $29,670 | $69,763-57.5% | $67,502-56.0% | $74,495-60.2% |
| Participation rate | 66.4% | 71.4%-5.0pp | 72.9%-6.5pp | 67.2%-0.8pp |
| Annual return | 11.89% | -40.34%+52.2pp | 3512.12%-3500.2pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $734 | $2,704-72.8% | $2,731-73.1% | $2,623-72.0% |
| Participant deferral / active EE | $3,109 | $3,636-14.5% | $4,000-22.3% | $4,346-28.5% |
| Admin fee / account holder | $9,617 | $896+973.5% | $3,998+140.6% | $1,942+395.3% |