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 | $81,576 | $176,662-53.8% | $130,648-37.6% | $152,861-46.6% |
| Participation rate | 66.7% | 79.0%-12.3pp | 71.7%-5.1pp | 82.4%-15.8pp |
| Annual return | 19.04% | 2692.24%-2673.2pp | 1708.96%-1689.9pp | 345.32%-326.3pp |
| Employer contribution / active EE | $2,459 | $5,742-57.2% | $4,092-39.9% | $4,762-48.4% |
| Participant deferral / active EE | $1,376 | $4,361-68.5% | $3,603-61.8% | $5,850-76.5% |
| Admin fee / account holder | $1,848 | $7,133-74.1% | $5,464-66.2% | $11,596-84.1% |