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 | $99,264 | $190,805-48.0% | $159,960-37.9% | $134,475-26.2% |
| Participation rate | 61.1% | 81.9%-20.8pp | 78.0%-16.8pp | 81.2%-20.1pp |
| Annual return | -13.10% | 552.23%-565.3pp | 408.60%-421.7pp | 417.96%-431.1pp |
| Employer contribution / active EE | $1,146 | $4,995-77.1% | $4,226-72.9% | $4,740-75.8% |
| Participant deferral / active EE | $2,363 | $6,923-65.9% | $6,182-61.8% | $6,400-63.1% |
| Admin fee / account holder | $1,045 | $10,471-90.0% | $8,698-88.0% | $11,426-90.9% |