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 | $171,313 | $138,044+24.1% | $125,339+36.7% | $134,475+27.4% |
| Participation rate | 63.2% | 84.5%-21.3pp | 82.4%-19.2pp | 81.2%-18.1pp |
| Annual return | -9.62% | 750.33%-759.9pp | 572.05%-581.7pp | 417.96%-427.6pp |
| Employer contribution / active EE | $2,225 | $5,243-57.6% | $4,814-53.8% | $4,740-53.0% |
| Participant deferral / active EE | $7,396 | $7,799-5.2% | $7,446-0.7% | $6,400+15.6% |
| Admin fee / account holder | $27,247 | $11,571+135.5% | $10,010+172.2% | $11,426+138.5% |