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 | $42,367 | $150,440-71.8% | $136,294-68.9% | $147,584-71.3% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | 14.99% | 1049.08%-1034.1pp | 5155.94%-5140.9pp | 578.55%-563.6pp |
| Employer contribution / active EE | $8,151 | $5,256+55.1% | $4,695+73.6% | $4,876+67.1% |
| Participant deferral / active EE | $20,491 | $6,630+209.0% | $6,247+228.0% | $5,439+276.8% |
| Admin fee / account holder | $10,218 | $10,905-6.3% | $9,243+10.5% | $10,885-6.1% |