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 8-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 | $73,480 | $157,256-53.3% | $141,162-47.9% | $152,861-51.9% |
| Participation rate | 40.0% | 84.8%-44.8pp | 82.5%-42.5pp | 82.4%-42.4pp |
| Annual return | 10888.84% | 64.32%+10824.5pp | 71.39%+10817.5pp | 345.32%+10543.5pp |
| Employer contribution / active EE | $8,842 | $5,261+68.1% | $4,735+86.7% | $4,762+85.7% |
| Participant deferral / active EE | $6,624 | $7,109-6.8% | $6,709-1.3% | $5,850+13.2% |
| Admin fee / account holder | $503 | $12,120-95.9% | $10,261-95.1% | $11,596-95.7% |