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 | $127,018 | $102,604+23.8% | $86,188+47.4% | $139,434-8.9% |
| Participation rate | 64.3% | 74.5%-10.2pp | 69.0%-4.7pp | 80.3%-16.0pp |
| Annual return | 22.92% | 1922.51%-1899.6pp | 1168.45%-1145.5pp | 372.94%-350.0pp |
| Employer contribution / active EE | $1,022 | $3,032-66.3% | $2,380-57.1% | $4,751-78.5% |
| Participant deferral / active EE | $1,661 | $4,676-64.5% | $3,985-58.3% | $6,710-75.3% |
| Admin fee / account holder | $6,432 | $8,657-25.7% | $6,852-6.1% | $11,403-43.6% |