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 | $115,186 | $92,703+24.3% | $82,719+39.2% | $134,475-14.3% |
| Participation rate | 54.5% | 75.2%-20.6pp | 72.6%-18.0pp | 81.2%-26.7pp |
| Annual return | -10.80% | 944.92%-955.7pp | 701.18%-712.0pp | 417.96%-428.8pp |
| Employer contribution / active EE | $1,472 | $3,274-55.1% | $3,009-51.1% | $4,740-69.0% |
| Participant deferral / active EE | $2,194 | $4,802-54.3% | $4,395-50.1% | $6,400-65.7% |
| Admin fee / account holder | $542 | $5,983-90.9% | $5,329-89.8% | $11,426-95.3% |