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 | $121,265 | $138,044-12.2% | $125,339-3.3% | $134,475-9.8% |
| Participation rate | 29.4% | 84.5%-55.1pp | 82.4%-53.0pp | 81.2%-51.8pp |
| Annual return | -14.59% | 750.33%-764.9pp | 572.05%-586.6pp | 417.96%-432.6pp |
| Employer contribution / active EE | $1,440 | $5,243-72.5% | $4,814-70.1% | $4,740-69.6% |
| Participant deferral / active EE | $4,920 | $7,799-36.9% | $7,446-33.9% | $6,400-23.1% |
| Admin fee / account holder | $3,022 | $11,571-73.9% | $10,010-69.8% | $11,426-73.6% |