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 | $226,262 | $97,757+131.5% | $83,848+169.8% | $135,375+67.1% |
| Participation rate | 63.6% | 80.0%-16.3pp | 76.1%-12.5pp | 82.6%-19.0pp |
| Annual return | -8.88% | 1287.37%-1296.2pp | 850.88%-859.8pp | 519.73%-528.6pp |
| Employer contribution / active EE | $3,484 | $4,222-17.5% | $3,631-4.1% | $4,779-27.1% |
| Participant deferral / active EE | $13,775 | $4,682+194.2% | $4,082+237.5% | $5,609+145.6% |
| Admin fee / account holder | $3,809 | $6,674-42.9% | $5,478-30.5% | $10,827-64.8% |