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 | $44,090 | $109,817-59.9% | $98,442-55.2% | $167,490-73.7% |
| Participation rate | 66.7% | 75.8%-9.2pp | 73.3%-6.7pp | 82.1%-15.4pp |
| Annual return | 30.94% | 1956.69%-1925.8pp | 1492.73%-1461.8pp | 478.56%-447.6pp |
| Employer contribution / active EE | $1,145 | $3,224-64.5% | $2,960-61.3% | $4,837-76.3% |
| Participant deferral / active EE | $4,307 | $4,673-7.8% | $4,276+0.7% | $6,341-32.1% |
| Admin fee / account holder | $403 | $6,753-94.0% | $5,949-93.2% | $12,309-96.7% |