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 | $207,008 | $97,757+111.8% | $83,848+146.9% | $135,375+52.9% |
| Participation rate | 57.1% | 80.0%-22.8pp | 76.1%-19.0pp | 82.6%-25.5pp |
| Annual return | -8.39% | 1287.37%-1295.8pp | 850.88%-859.3pp | 519.73%-528.1pp |
| Employer contribution / active EE | $1,275 | $4,222-69.8% | $3,631-64.9% | $4,779-73.3% |
| Participant deferral / active EE | $6,610 | $4,682+41.2% | $4,082+61.9% | $5,609+17.9% |
| Admin fee / account holder | $2,528 | $6,674-62.1% | $5,478-53.8% | $10,827-76.6% |