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 | $108,291 | $138,044-21.6% | $125,339-13.6% | $134,475-19.5% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -9.37% | 750.33%-759.7pp | 572.05%-581.4pp | 417.96%-427.3pp |
| Employer contribution / active EE | $2,257 | $5,243-56.9% | $4,814-53.1% | $4,740-52.4% |
| Participant deferral / active EE | $3,319 | $7,799-57.4% | $7,446-55.4% | $6,400-48.1% |
| Admin fee / account holder | $75,199 | $11,571+549.9% | $10,010+651.3% | $11,426+558.1% |