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 | $80,312 | $90,600-11.4% | $79,464+1.1% | $135,375-40.7% |
| Participation rate | 66.7% | 76.0%-9.4pp | 73.3%-6.7pp | 82.6%-16.0pp |
| Annual return | 0.23% | 977.43%-977.2pp | 718.14%-717.9pp | 519.73%-519.5pp |
| Employer contribution / active EE | $3,398 | $3,068+10.7% | $2,800+21.3% | $4,779-28.9% |
| Participant deferral / active EE | $6,167 | $4,050+52.3% | $3,704+66.5% | $5,609+9.9% |
| Admin fee / account holder | $737 | $5,907-87.5% | $5,113-85.6% | $10,827-93.2% |