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 | $164,025 | $210,698-22.2% | $178,014-7.9% | $145,959+12.4% |
| Participation rate | 54.5% | 80.8%-26.2pp | 77.1%-22.5pp | 80.3%-25.7pp |
| Annual return | 14.84% | 386.27%-371.4pp | 294.80%-280.0pp | 561.95%-547.1pp |
| Employer contribution / active EE | $0 | $4,567-100.0% | $3,950-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $2,253 | $6,958-67.6% | $6,276-64.1% | $6,689-66.3% |
| Admin fee / account holder | $482 | $12,016-96.0% | $10,362-95.4% | $13,398-96.4% |