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 | $76,381 | $160,055-52.3% | $140,016-45.4% | $135,375-43.6% |
| Participation rate | 62.5% | 88.5%-26.0pp | 87.5%-25.0pp | 82.6%-20.1pp |
| Annual return | 48.91% | 911.38%-862.5pp | 651.12%-602.2pp | 519.73%-470.8pp |
| Employer contribution / active EE | $5,456 | $6,420-15.0% | $5,606-2.7% | $4,779+14.2% |
| Participant deferral / active EE | $7,658 | $7,642+0.2% | $6,927+10.6% | $5,609+36.5% |
| Admin fee / account holder | $383 | $13,328-97.1% | $10,705-96.4% | $10,827-96.5% |