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 | $91,008 | $104,106-12.6% | $71,086+28.0% | $135,375-32.8% |
| Participation rate | 50.0% | 65.7%-15.7pp | 54.7%-4.7pp | 82.6%-32.6pp |
| Annual return | -4.94% | 1256.30%-1261.2pp | 650.59%-655.5pp | 519.73%-524.7pp |
| Employer contribution / active EE | $2,982 | $1,485+100.8% | $1,088+174.2% | $4,779-37.6% |
| Participant deferral / active EE | $5,141 | $2,527+103.4% | $1,874+174.3% | $5,609-8.3% |
| Admin fee / account holder | $27,225 | $4,142+557.3% | $3,082+783.2% | $10,827+151.5% |