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 | $82,030 | $84,696-3.1% | $75,696+8.4% | $167,490-51.0% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.8%-24.8pp | 82.1%-32.1pp |
| Annual return | 13.30% | 199.36%-186.1pp | 104.53%-91.2pp | 478.56%-465.3pp |
| Employer contribution / active EE | $2,122 | $3,230-34.3% | $2,743-22.6% | $4,837-56.1% |
| Participant deferral / active EE | $6,113 | $4,580+33.5% | $3,821+60.0% | $6,341-3.6% |
| Admin fee / account holder | $5,589 | $5,355+4.4% | $3,619+54.4% | $12,309-54.6% |