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 7-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 | $138,452 | $100,754+37.4% | $86,677+59.7% | $134,475+3.0% |
| Participation rate | 14.3% | 78.9%-64.6pp | 76.6%-62.3pp | 81.2%-66.9pp |
| Annual return | -16.41% | 29.04%-45.4pp | 35.91%-52.3pp | 417.96%-434.4pp |
| Employer contribution / active EE | $2,455 | $3,489-29.6% | $2,836-13.4% | $4,740-48.2% |
| Participant deferral / active EE | $12,629 | $5,338+136.6% | $4,656+171.3% | $6,400+97.3% |
| Admin fee / account holder | $6,188 | $10,926-43.4% | $7,493-17.4% | $11,426-45.8% |