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 | $113,564 | $72,400+56.9% | $67,502+68.2% | $145,922-22.2% |
| Participation rate | 57.1% | 76.9%-19.7pp | 72.9%-15.7pp | 80.3%-23.1pp |
| Annual return | 12.19% | 7182.46%-7170.3pp | 3512.12%-3499.9pp | 561.29%-549.1pp |
| Employer contribution / active EE | $1,704 | $3,069-44.5% | $2,731-37.6% | $4,660-63.4% |
| Participant deferral / active EE | $3,471 | $4,783-27.4% | $4,000-13.2% | $6,688-48.1% |
| Admin fee / account holder | $22,279 | $5,539+302.2% | $3,998+457.3% | $13,397+66.3% |