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 | $219,794 | $138,044+59.2% | $125,339+75.4% | $134,475+63.4% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -17.78% | 750.33%-768.1pp | 572.05%-589.8pp | 417.96%-435.7pp |
| Employer contribution / active EE | $3,115 | $5,243-40.6% | $4,814-35.3% | $4,740-34.3% |
| Participant deferral / active EE | $8,515 | $7,799+9.2% | $7,446+14.3% | $6,400+33.0% |
| Admin fee / account holder | $8,642 | $11,571-25.3% | $10,010-13.7% | $11,426-24.4% |