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 | $17,490 | $99,020-82.3% | $86,590-79.8% | $147,584-88.1% |
| Participation rate | 46.2% | 76.3%-30.2pp | 73.5%-27.4pp | 82.8%-36.7pp |
| Annual return | 13.88% | 1312.34%-1298.5pp | 964.84%-951.0pp | 578.55%-564.7pp |
| Employer contribution / active EE | $1,395 | $3,132-55.5% | $2,839-50.9% | $4,876-71.4% |
| Participant deferral / active EE | $4,946 | $3,972+24.5% | $3,609+37.1% | $5,439-9.1% |
| Admin fee / account holder | $13,276 | $5,710+132.5% | $4,906+170.6% | $10,885+22.0% |