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 | $143,104 | $82,286+73.9% | $68,791+108.0% | $134,475+6.4% |
| Participation rate | 54.5% | 75.1%-20.5pp | 69.0%-14.5pp | 81.2%-26.7pp |
| Annual return | -10.77% | -2.19%-8.6pp | -6.38%-4.4pp | 417.96%-428.7pp |
| Employer contribution / active EE | $993 | $3,301-69.9% | $2,655-62.6% | $4,740-79.1% |
| Participant deferral / active EE | $2,272 | $4,739-52.1% | $3,941-42.4% | $6,400-64.5% |
| Admin fee / account holder | $3,231 | $6,481-50.1% | $4,932-34.5% | $11,426-71.7% |