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 | $151,389 | $176,056-14.0% | $159,436-5.0% | $167,490-9.6% |
| Participation rate | 59.1% | 84.9%-25.9pp | 82.8%-23.7pp | 82.1%-23.0pp |
| Annual return | 15.84% | 331.75%-315.9pp | 263.57%-247.7pp | 478.56%-462.7pp |
| Employer contribution / active EE | $0 | $5,297-100.0% | $4,829-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $3,169 | $7,750-59.1% | $7,352-56.9% | $6,341-50.0% |
| Admin fee / account holder | $43,486 | $12,554+246.4% | $10,799+302.7% | $12,309+253.3% |