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 | $116,369 | $97,757+19.0% | $83,848+38.8% | $135,375-14.0% |
| Participation rate | 62.5% | 80.0%-17.5pp | 76.1%-13.6pp | 82.6%-20.1pp |
| Annual return | -8.73% | 1287.37%-1296.1pp | 850.88%-859.6pp | 519.73%-528.5pp |
| Employer contribution / active EE | $3,216 | $4,222-23.8% | $3,631-11.4% | $4,779-32.7% |
| Participant deferral / active EE | $2,335 | $4,682-50.1% | $4,082-42.8% | $5,609-58.4% |
| Admin fee / account holder | $15,605 | $6,674+133.8% | $5,478+184.8% | $10,827+44.1% |