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 | $25,602 | $185,200-86.2% | $142,863-82.1% | $167,490-84.7% |
| Participation rate | 21.4% | 78.4%-57.0pp | 71.9%-50.5pp | 82.1%-60.7pp |
| Annual return | 14.19% | 8555.70%-8541.5pp | 5637.54%-5623.3pp | 478.56%-464.4pp |
| Employer contribution / active EE | $716 | $5,604-87.2% | $4,144-82.7% | $4,837-85.2% |
| Participant deferral / active EE | $1,074 | $4,494-76.1% | $3,837-72.0% | $6,341-83.1% |
| Admin fee / account holder | $5,821 | $8,031-27.5% | $6,560-11.3% | $12,309-52.7% |