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 | $32,719 | $88,751-63.1% | $81,812-60.0% | $145,922-77.6% |
| Participation rate | 55.6% | 75.0%-19.5pp | 72.3%-16.8pp | 80.3%-24.7pp |
| Annual return | 10.05% | 1025.40%-1015.3pp | 773.79%-763.7pp | 561.29%-551.2pp |
| Employer contribution / active EE | $3,428 | $3,083+11.2% | $2,912+17.7% | $4,660-26.4% |
| Participant deferral / active EE | $3,635 | $4,643-21.7% | $4,319-15.8% | $6,688-45.6% |
| Admin fee / account holder | $9,152 | $8,415+8.8% | $7,386+23.9% | $13,397-31.7% |