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 | $95,073 | $90,600+4.9% | $79,464+19.6% | $135,375-29.8% |
| Participation rate | 63.2% | 76.0%-12.9pp | 73.3%-10.2pp | 82.6%-19.5pp |
| Annual return | -3.66% | 977.43%-981.1pp | 718.14%-721.8pp | 519.73%-523.4pp |
| Employer contribution / active EE | $1,489 | $3,068-51.5% | $2,800-46.8% | $4,779-68.8% |
| Participant deferral / active EE | $4,413 | $4,050+8.9% | $3,704+19.1% | $5,609-21.3% |
| Admin fee / account holder | $1,726 | $5,907-70.8% | $5,113-66.3% | $10,827-84.1% |