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 | $215,896 | $82,664+161.2% | $125,339+72.3% | $68,494+215.2% |
| Participation rate | 64.7% | 75.0%-10.3pp | 82.4%-17.7pp | 67.9%-3.2pp |
| Annual return | -19.08% | -5.97%-13.1pp | 572.05%-591.1pp | -7.84%-11.2pp |
| Employer contribution / active EE | $10,778 | $3,381+218.8% | $4,814+123.9% | $2,596+315.1% |
| Participant deferral / active EE | $11,100 | $6,110+81.7% | $7,446+49.1% | $4,027+175.6% |
| Admin fee / account holder | $113,984 | $6,275+1716.3% | $10,010+1038.8% | $5,403+2009.7% |