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 | $109,689 | $232,540-52.8% | $185,117-40.7% | $147,584-25.7% |
| Participation rate | 63.6% | 82.4%-18.7pp | 77.3%-13.6pp | 82.8%-19.2pp |
| Annual return | 13.34% | 43.03%-29.7pp | 40.50%-27.2pp | 578.55%-565.2pp |
| Employer contribution / active EE | $9,472 | $5,195+82.3% | $4,182+126.5% | $4,876+94.2% |
| Participant deferral / active EE | $6,583 | $5,834+12.8% | $5,045+30.5% | $5,439+21.0% |
| Admin fee / account holder | $52,421 | $10,275+410.2% | $8,159+542.5% | $10,885+381.6% |