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 | $219,671 | $138,065+59.1% | $123,544+77.8% | $135,375+62.3% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -7.39% | 153.68%-161.1pp | 119.20%-126.6pp | 519.73%-527.1pp |
| Employer contribution / active EE | $8,096 | $5,151+57.2% | $4,628+74.9% | $4,779+69.4% |
| Participant deferral / active EE | $7,307 | $6,799+7.5% | $6,426+13.7% | $5,609+30.3% |
| Admin fee / account holder | $365 | $10,916-96.7% | $9,284-96.1% | $10,827-96.6% |