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 | $108,410 | $57,281+89.3% | $86,612+25.2% | $75,163+44.2% |
| Participation rate | 35.9% | 63.2%-27.3pp | 71.7%-35.8pp | 67.2%-31.3pp |
| Annual return | 29.85% | 2670.75%-2640.9pp | 591.07%-561.2pp | 160.62%-130.8pp |
| Employer contribution / active EE | $1,260 | $2,314-45.6% | $3,022-58.3% | $2,670-52.8% |
| Participant deferral / active EE | $4,299 | $3,318+29.6% | $4,438-3.1% | $4,125+4.2% |
| Admin fee / account holder | $1,411 | $4,112-65.7% | $5,614-74.9% | $5,651-75.0% |