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 | $175,944 | $135,635+29.7% | $110,238+59.6% | $135,375+30.0% |
| Participation rate | 69.2% | 83.5%-14.2pp | 79.8%-10.6pp | 82.6%-13.4pp |
| Annual return | -6.36% | 513.19%-519.5pp | 314.74%-321.1pp | 519.73%-526.1pp |
| Employer contribution / active EE | $1,931 | $4,906-60.7% | $3,826-49.5% | $4,779-59.6% |
| Participant deferral / active EE | $5,582 | $5,506+1.4% | $4,672+19.5% | $5,609-0.5% |
| Admin fee / account holder | $906 | $11,457-92.1% | $8,547-89.4% | $10,827-91.6% |