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 | $13,994 | $99,640-86.0% | $86,436-83.8% | $134,475-89.6% |
| Participation rate | 56.3% | 82.0%-25.8pp | 80.3%-24.1pp | 81.2%-25.0pp |
| Annual return | -16.02% | 6782.58%-6798.6pp | 4394.89%-4410.9pp | 417.96%-434.0pp |
| Employer contribution / active EE | $857 | $4,400-80.5% | $3,769-77.3% | $4,740-81.9% |
| Participant deferral / active EE | $2,768 | $7,246-61.8% | $6,952-60.2% | $6,400-56.8% |
| Admin fee / account holder | $10,795 | $8,371+28.9% | $6,731+60.4% | $11,426-5.5% |