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 | $139,648 | $150,440-7.2% | $136,294+2.5% | $147,584-5.4% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 16.29% | 1049.08%-1032.8pp | 5155.94%-5139.6pp | 578.55%-562.3pp |
| Employer contribution / active EE | $2,384 | $5,256-54.7% | $4,695-49.2% | $4,876-51.1% |
| Participant deferral / active EE | $8,737 | $6,630+31.8% | $6,247+39.9% | $5,439+60.7% |
| Admin fee / account holder | $840 | $10,905-92.3% | $9,243-90.9% | $10,885-92.3% |