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 | $101,521 | $56,199+80.6% | $67,652+50.1% | $59,632+70.2% |
| Participation rate | 69.2% | 71.5%-2.2pp | 75.7%-6.4pp | 68.7%+0.6pp |
| Annual return | -0.66% | 18505.31%-18506.0pp | 6625.04%-6625.7pp | 2041.28%-2041.9pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,386 | $2,844+19.1% | $3,560-4.9% | $3,192+6.1% |
| Admin fee / account holder | $974 | $3,958-75.4% | $4,821-79.8% | $4,297-77.3% |