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 | $220,386 | $92,703+137.7% | $82,719+166.4% | $134,475+63.9% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -15.78% | 944.92%-960.7pp | 701.18%-717.0pp | 417.96%-433.7pp |
| Employer contribution / active EE | $2,519 | $3,274-23.1% | $3,009-16.3% | $4,740-46.9% |
| Participant deferral / active EE | $11,700 | $4,802+143.6% | $4,395+166.2% | $6,400+82.8% |
| Admin fee / account holder | $77,628 | $5,983+1197.6% | $5,329+1356.7% | $11,426+579.4% |