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 | $76,317 | $99,020-22.9% | $86,590-11.9% | $147,584-48.3% |
| Participation rate | 13.3% | 76.3%-63.0pp | 73.5%-60.2pp | 82.8%-69.5pp |
| Annual return | 11.36% | 1312.34%-1301.0pp | 964.84%-953.5pp | 578.55%-567.2pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,284 | $3,972-67.7% | $3,609-64.4% | $5,439-76.4% |
| Admin fee / account holder | $45,027 | $5,710+688.5% | $4,906+817.9% | $10,885+313.6% |