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 | $24,354 | $176,662-86.2% | $130,648-81.4% | $152,861-84.1% |
| Participation rate | 58.8% | 79.0%-20.1pp | 71.7%-12.9pp | 82.4%-23.6pp |
| Annual return | 29.75% | 2692.24%-2662.5pp | 1708.96%-1679.2pp | 345.32%-315.6pp |
| Employer contribution / active EE | $263 | $5,742-95.4% | $4,092-93.6% | $4,762-94.5% |
| Participant deferral / active EE | $1,914 | $4,361-56.1% | $3,603-46.9% | $5,850-67.3% |
| Admin fee / account holder | $2,344 | $7,133-67.1% | $5,464-57.1% | $11,596-79.8% |