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 5-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 | $17,042 | $102,604-83.4% | $86,188-80.2% | $139,434-87.8% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.0%-2.3pp | 80.3%-13.7pp |
| Annual return | 31.72% | 1922.51%-1890.8pp | 1168.45%-1136.7pp | 372.94%-341.2pp |
| Employer contribution / active EE | $3,576 | $3,032+17.9% | $2,380+50.2% | $4,751-24.7% |
| Participant deferral / active EE | $6,782 | $4,676+45.0% | $3,985+70.2% | $6,710+1.1% |
| Admin fee / account holder | $950 | $8,657-89.0% | $6,852-86.1% | $11,403-91.7% |