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 | $29,114 | $90,600-67.9% | $79,464-63.4% | $135,375-78.5% |
| Participation rate | 63.2% | 76.0%-12.9pp | 73.3%-10.2pp | 82.6%-19.5pp |
| Annual return | -0.66% | 977.43%-978.1pp | 718.14%-718.8pp | 519.73%-520.4pp |
| Employer contribution / active EE | $3,151 | $3,068+2.7% | $2,800+12.5% | $4,779-34.1% |
| Participant deferral / active EE | $5,313 | $4,050+31.2% | $3,704+43.5% | $5,609-5.3% |
| Admin fee / account holder | $10,026 | $5,907+69.7% | $5,113+96.1% | $10,827-7.4% |