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 | $128,526 | $73,360+75.2% | $177,989-27.8% | $74,495+72.5% |
| Participation rate | 52.8% | 66.6%-13.8pp | 77.1%-24.3pp | 67.2%-14.4pp |
| Annual return | 24.13% | 17.49%+6.6pp | 294.48%-270.4pp | 1364.94%-1340.8pp |
| Employer contribution / active EE | $1,648 | $2,216-25.6% | $3,949-58.3% | $2,623-37.2% |
| Participant deferral / active EE | $3,262 | $4,513-27.7% | $6,276-48.0% | $4,346-24.9% |
| Admin fee / account holder | $3,211 | $1,808+77.6% | $10,363-69.0% | $1,942+65.3% |