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 | $67,918 | $109,817-38.2% | $98,442-31.0% | $167,490-59.4% |
| Participation rate | 60.0% | 75.8%-15.8pp | 73.3%-13.3pp | 82.1%-22.1pp |
| Annual return | 17.83% | 1956.69%-1938.9pp | 1492.73%-1474.9pp | 478.56%-460.7pp |
| Employer contribution / active EE | $5,657 | $3,224+75.5% | $2,960+91.1% | $4,837+16.9% |
| Participant deferral / active EE | $5,090 | $4,673+8.9% | $4,276+19.0% | $6,341-19.7% |
| Admin fee / account holder | $1,962 | $6,753-70.9% | $5,949-67.0% | $12,309-84.1% |