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 | $222,453 | $150,440+47.9% | $136,294+63.2% | $147,584+50.7% |
| Participation rate | 57.1% | 84.4%-27.3pp | 81.9%-24.8pp | 82.8%-25.7pp |
| Annual return | 17.30% | 1049.08%-1031.8pp | 5155.94%-5138.6pp | 578.55%-561.3pp |
| Employer contribution / active EE | $1,715 | $5,256-67.4% | $4,695-63.5% | $4,876-64.8% |
| Participant deferral / active EE | $5,663 | $6,630-14.6% | $6,247-9.3% | $5,439+4.1% |
| Admin fee / account holder | $1,202 | $10,905-89.0% | $9,243-87.0% | $10,885-89.0% |