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 | $124,669 | $138,044-9.7% | $125,339-0.5% | $134,475-7.3% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -15.12% | 750.33%-765.4pp | 572.05%-587.2pp | 417.96%-433.1pp |
| Employer contribution / active EE | $3,949 | $5,243-24.7% | $4,814-18.0% | $4,740-16.7% |
| Participant deferral / active EE | $6,684 | $7,799-14.3% | $7,446-10.2% | $6,400+4.4% |
| Admin fee / account holder | $13,077 | $11,571+13.0% | $10,010+30.6% | $11,426+14.4% |