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 | $99,686 | $159,901-37.7% | $146,958-32.2% | $145,922-31.7% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-46.9pp |
| Annual return | 25.72% | 98.13%-72.4pp | 418.34%-392.6pp | 561.29%-535.6pp |
| Employer contribution / active EE | $3,970 | $5,286-24.9% | $4,933-19.5% | $4,660-14.8% |
| Participant deferral / active EE | $13,499 | $8,428+60.2% | $8,070+67.3% | $6,688+101.9% |
| Admin fee / account holder | $104,161 | $15,044+592.4% | $12,998+701.4% | $13,397+677.5% |