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 | $169,988 | $190,805-10.9% | $159,960+6.3% | $134,475+26.4% |
| Participation rate | 0.0% | 81.9%-81.9pp | 78.0%-78.0pp | 81.2%-81.2pp |
| Annual return | -15.52% | 552.23%-567.8pp | 408.60%-424.1pp | 417.96%-433.5pp |
| Employer contribution / active EE | $3,684 | $4,995-26.3% | $4,226-12.8% | $4,740-22.3% |
| Participant deferral / active EE | $5,208 | $6,923-24.8% | $6,182-15.8% | $6,400-18.6% |
| Admin fee / account holder | $1,956 | $10,471-81.3% | $8,698-77.5% | $11,426-82.9% |