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 | $61,410 | $198,466-69.1% | $170,442-64.0% | $147,584-58.4% |
| Participation rate | 62.5% | 88.0%-25.5pp | 83.6%-21.1pp | 82.8%-20.3pp |
| Annual return | 18.31% | 257.29%-239.0pp | 205.93%-187.6pp | 578.55%-560.2pp |
| Employer contribution / active EE | $2,784 | $6,184-55.0% | $5,433-48.8% | $4,876-42.9% |
| Participant deferral / active EE | $6,000 | $5,629+6.6% | $4,939+21.5% | $5,439+10.3% |
| Admin fee / account holder | $401 | $16,852-97.6% | $13,880-97.1% | $10,885-96.3% |