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 | $139,120 | $99,020+40.5% | $86,590+60.7% | $147,584-5.7% |
| Participation rate | 0.0% | 76.3%-76.3pp | 73.5%-73.5pp | 82.8%-82.8pp |
| Annual return | 15.81% | 1312.34%-1296.5pp | 964.84%-949.0pp | 578.55%-562.7pp |
| Employer contribution / active EE | $3,697 | $3,132+18.1% | $2,839+30.2% | $4,876-24.2% |
| Participant deferral / active EE | $9,736 | $3,972+145.1% | $3,609+169.8% | $5,439+79.0% |
| Admin fee / account holder | $29,290 | $5,710+412.9% | $4,906+497.1% | $10,885+169.1% |