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 | $58,996 | $150,440-60.8% | $136,294-56.7% | $147,584-60.0% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | 21.44% | 1049.08%-1027.6pp | 5155.94%-5134.5pp | 578.55%-557.1pp |
| Employer contribution / active EE | $1,911 | $5,256-63.6% | $4,695-59.3% | $4,876-60.8% |
| Participant deferral / active EE | $6,438 | $6,630-2.9% | $6,247+3.0% | $5,439+18.4% |
| Admin fee / account holder | $3,475 | $10,905-68.1% | $9,243-62.4% | $10,885-68.1% |