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 | $139,451 | $92,703+50.4% | $82,719+68.6% | $134,475+3.7% |
| Participation rate | 61.5% | 75.2%-13.7pp | 72.6%-11.0pp | 81.2%-19.7pp |
| Annual return | -13.87% | 944.92%-958.8pp | 701.18%-715.0pp | 417.96%-431.8pp |
| Employer contribution / active EE | $499 | $3,274-84.8% | $3,009-83.4% | $4,740-89.5% |
| Participant deferral / active EE | $2,895 | $4,802-39.7% | $4,395-34.1% | $6,400-54.8% |
| Admin fee / account holder | $670 | $5,983-88.8% | $5,329-87.4% | $11,426-94.1% |