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 | $204,150 | $150,440+35.7% | $136,294+49.8% | $147,584+38.3% |
| Participation rate | 45.8% | 84.4%-38.6pp | 81.9%-36.1pp | 82.8%-37.0pp |
| Annual return | 11.97% | 1049.08%-1037.1pp | 5155.94%-5144.0pp | 578.55%-566.6pp |
| Employer contribution / active EE | $2,146 | $5,256-59.2% | $4,695-54.3% | $4,876-56.0% |
| Participant deferral / active EE | $3,918 | $6,630-40.9% | $6,247-37.3% | $5,439-28.0% |
| Admin fee / account holder | $18,140 | $10,905+66.3% | $9,243+96.2% | $10,885+66.6% |