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 | $154,088 | $97,757+57.6% | $83,848+83.8% | $135,375+13.8% |
| Participation rate | 58.8% | 80.0%-21.1pp | 76.1%-17.3pp | 82.6%-23.8pp |
| Annual return | -8.30% | 1287.37%-1295.7pp | 850.88%-859.2pp | 519.73%-528.0pp |
| Employer contribution / active EE | $1,669 | $4,222-60.5% | $3,631-54.0% | $4,779-65.1% |
| Participant deferral / active EE | $5,113 | $4,682+9.2% | $4,082+25.3% | $5,609-8.8% |
| Admin fee / account holder | $4,423 | $6,674-33.7% | $5,478-19.3% | $10,827-59.1% |