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 | $193,871 | $124,185+56.1% | $108,410+78.8% | $167,490+15.8% |
| Participation rate | 56.5% | 82.3%-25.8pp | 80.1%-23.6pp | 82.1%-25.6pp |
| Annual return | 13.31% | 1379.64%-1366.3pp | 905.27%-892.0pp | 478.56%-465.3pp |
| Employer contribution / active EE | $0 | $4,187-100.0% | $3,558-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $4,035 | $6,908-41.6% | $6,563-38.5% | $6,341-36.4% |
| Admin fee / account holder | $12,677 | $9,455+34.1% | $7,295+73.8% | $12,309+3.0% |