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 | $30,143 | $138,044-78.2% | $125,339-76.0% | $134,475-77.6% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -10.92% | 750.33%-761.2pp | 572.05%-583.0pp | 417.96%-428.9pp |
| Employer contribution / active EE | $2,850 | $5,243-45.7% | $4,814-40.8% | $4,740-39.9% |
| Participant deferral / active EE | $5,688 | $7,799-27.1% | $7,446-23.6% | $6,400-11.1% |
| Admin fee / account holder | $18,602 | $11,571+60.8% | $10,010+85.8% | $11,426+62.8% |