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 | $143,813 | $190,805-24.6% | $159,960-10.1% | $134,475+6.9% |
| Participation rate | 38.5% | 81.9%-43.5pp | 78.0%-39.5pp | 81.2%-42.8pp |
| Annual return | -19.04% | 552.23%-571.3pp | 408.60%-427.6pp | 417.96%-437.0pp |
| Employer contribution / active EE | $2,934 | $4,995-41.3% | $4,226-30.6% | $4,740-38.1% |
| Participant deferral / active EE | $5,428 | $6,923-21.6% | $6,182-12.2% | $6,400-15.2% |
| Admin fee / account holder | $34,391 | $10,471+228.4% | $8,698+295.4% | $11,426+201.0% |