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 9-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 | $31,587 | $150,440-79.0% | $136,294-76.8% | $147,584-78.6% |
| Participation rate | 43.8% | 84.4%-40.7pp | 81.9%-38.2pp | 82.8%-39.1pp |
| Annual return | 50.23% | 1049.08%-998.9pp | 5155.94%-5105.7pp | 578.55%-528.3pp |
| Employer contribution / active EE | $1,160 | $5,256-77.9% | $4,695-75.3% | $4,876-76.2% |
| Participant deferral / active EE | $3,252 | $6,630-51.0% | $6,247-48.0% | $5,439-40.2% |
| Admin fee / account holder | $563 | $10,905-94.8% | $9,243-93.9% | $10,885-94.8% |