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 | $89,906 | $92,703-3.0% | $82,719+8.7% | $134,475-33.1% |
| Participation rate | 61.5% | 75.2%-13.7pp | 72.6%-11.0pp | 81.2%-19.7pp |
| Annual return | -13.00% | 944.92%-957.9pp | 701.18%-714.2pp | 417.96%-431.0pp |
| Employer contribution / active EE | $2,653 | $3,274-19.0% | $3,009-11.8% | $4,740-44.0% |
| Participant deferral / active EE | $5,659 | $4,802+17.8% | $4,395+28.8% | $6,400-11.6% |
| Admin fee / account holder | $44,056 | $5,983+636.4% | $5,329+726.7% | $11,426+285.6% |