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 | $73,007 | $97,757-25.3% | $83,848-12.9% | $135,375-46.1% |
| Participation rate | 54.5% | 80.0%-25.4pp | 76.1%-21.6pp | 82.6%-28.1pp |
| Annual return | -2.41% | 1287.37%-1289.8pp | 850.88%-853.3pp | 519.73%-522.1pp |
| Employer contribution / active EE | $6,404 | $4,222+51.7% | $3,631+76.4% | $4,779+34.0% |
| Participant deferral / active EE | $5,681 | $4,682+21.3% | $4,082+39.2% | $5,609+1.3% |
| Admin fee / account holder | $79,018 | $6,674+1084.0% | $5,478+1342.4% | $10,827+629.8% |