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 | $96,509 | $54,350+77.6% | $82,719+16.7% | $68,494+40.9% |
| Participation rate | 55.2% | 63.9%-8.7pp | 72.6%-17.4pp | 67.9%-12.7pp |
| Annual return | -17.64% | -13.67%-4.0pp | 701.18%-718.8pp | -7.84%-9.8pp |
| Employer contribution / active EE | $2,130 | $2,218-4.0% | $3,009-29.2% | $2,596-18.0% |
| Participant deferral / active EE | $4,936 | $3,246+52.1% | $4,395+12.3% | $4,027+22.6% |
| Admin fee / account holder | $22,076 | $4,395+402.3% | $5,329+314.3% | $5,403+308.6% |