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 9-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 | $207,539 | $106,543+94.8% | $91,220+127.5% | $134,475+54.3% |
| Participation rate | 21.1% | 76.8%-55.8pp | 73.2%-52.1pp | 81.2%-60.2pp |
| Annual return | -14.51% | 160.60%-175.1pp | 114.01%-128.5pp | 417.96%-432.5pp |
| Employer contribution / active EE | $1,959 | $3,331-41.2% | $2,850-31.3% | $4,740-58.7% |
| Participant deferral / active EE | $4,621 | $4,719-2.1% | $4,234+9.1% | $6,400-27.8% |
| Admin fee / account holder | $6,329 | $6,231+1.6% | $5,420+16.8% | $11,426-44.6% |