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 | $150,492 | $185,200-18.7% | $142,863+5.3% | $167,490-10.1% |
| Participation rate | 64.3% | 78.4%-14.2pp | 71.9%-7.6pp | 82.1%-17.8pp |
| Annual return | 22.18% | 8555.70%-8533.5pp | 5637.54%-5615.4pp | 478.56%-456.4pp |
| Employer contribution / active EE | $0 | $5,604-100.0% | $4,144-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $2,645 | $4,494-41.2% | $3,837-31.1% | $6,341-58.3% |
| Admin fee / account holder | $579 | $8,031-92.8% | $6,560-91.2% | $12,309-95.3% |