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 | $62,890 | $171,865-63.4% | $149,718-58.0% | $147,584-57.4% |
| Participation rate | 62.5% | 88.2%-25.7pp | 87.1%-24.6pp | 82.8%-20.3pp |
| Annual return | 12.49% | 2113.22%-2100.7pp | 1501.63%-1489.1pp | 578.55%-566.1pp |
| Employer contribution / active EE | $2,551 | $6,275-59.4% | $5,445-53.2% | $4,876-47.7% |
| Participant deferral / active EE | $3,411 | $7,271-53.1% | $6,569-48.1% | $5,439-37.3% |
| Admin fee / account holder | $10,441 | $13,799-24.3% | $11,283-7.5% | $10,885-4.1% |