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 | $135,733 | $102,382+32.6% | $147,005-7.7% | $80,874+67.8% |
| Participation rate | 50.5% | 75.8%-25.3pp | 82.2%-31.6pp | 67.6%-17.1pp |
| Annual return | 17.54% | 134.89%-117.4pp | 418.76%-401.2pp | 35.62%-18.1pp |
| Employer contribution / active EE | $1,038 | $3,715-72.1% | $4,934-79.0% | $2,756-62.3% |
| Participant deferral / active EE | $5,081 | $6,646-23.6% | $8,070-37.0% | $4,297+18.3% |
| Admin fee / account holder | $17,766 | $7,942+123.7% | $13,006+36.6% | $6,935+156.2% |