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 | $115,652 | $202,318-42.8% | $172,739-33.0% | $152,861-24.3% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.4%-32.4pp |
| Annual return | 17.43% | 1029.65%-1012.2pp | 802.84%-785.4pp | 345.32%-327.9pp |
| Employer contribution / active EE | $1,714 | $5,856-70.7% | $5,143-66.7% | $4,762-64.0% |
| Participant deferral / active EE | $5,382 | $5,948-9.5% | $5,198+3.6% | $5,850-8.0% |
| Admin fee / account holder | $38,418 | $17,109+124.6% | $13,954+175.3% | $11,596+231.3% |