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 | $140,321 | $176,662-20.6% | $130,648+7.4% | $152,861-8.2% |
| Participation rate | 66.7% | 79.0%-12.3pp | 71.7%-5.1pp | 82.4%-15.8pp |
| Annual return | 19.90% | 2692.24%-2672.3pp | 1708.96%-1689.1pp | 345.32%-325.4pp |
| Employer contribution / active EE | $1,349 | $5,742-76.5% | $4,092-67.0% | $4,762-71.7% |
| Participant deferral / active EE | $5,213 | $4,361+19.5% | $3,603+44.7% | $5,850-10.9% |
| Admin fee / account holder | $398 | $7,133-94.4% | $5,464-92.7% | $11,596-96.6% |