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 | $234,337 | $92,703+152.8% | $82,719+183.3% | $134,475+74.3% |
| Participation rate | 33.3% | 75.2%-41.9pp | 72.6%-39.2pp | 81.2%-47.9pp |
| Annual return | -3.98% | 944.92%-948.9pp | 701.18%-705.2pp | 417.96%-421.9pp |
| Employer contribution / active EE | $3,629 | $3,274+10.8% | $3,009+20.6% | $4,740-23.4% |
| Participant deferral / active EE | $3,033 | $4,802-36.8% | $4,395-31.0% | $6,400-52.6% |
| Admin fee / account holder | $3,646 | $5,983-39.1% | $5,329-31.6% | $11,426-68.1% |