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 | $80,539 | $150,440-46.5% | $136,294-40.9% | $147,584-45.4% |
| Participation rate | 55.6% | 84.4%-28.9pp | 81.9%-26.4pp | 82.8%-27.3pp |
| Annual return | 14.80% | 1049.08%-1034.3pp | 5155.94%-5141.1pp | 578.55%-563.8pp |
| Employer contribution / active EE | $1,992 | $5,256-62.1% | $4,695-57.6% | $4,876-59.1% |
| Participant deferral / active EE | $2,523 | $6,630-62.0% | $6,247-59.6% | $5,439-53.6% |
| Admin fee / account holder | $586 | $10,905-94.6% | $9,243-93.7% | $10,885-94.6% |