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 | $167,472 | $180,449-7.2% | $154,107+8.7% | $135,375+23.7% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -0.65% | 888.09%-888.7pp | 735.12%-735.8pp | 519.73%-520.4pp |
| Employer contribution / active EE | $2,829 | $6,035-53.1% | $5,298-46.6% | $4,779-40.8% |
| Participant deferral / active EE | $7,058 | $5,806+21.6% | $5,081+38.9% | $5,609+25.8% |
| Admin fee / account holder | $18,630 | $16,143+15.4% | $13,411+38.9% | $10,827+72.1% |