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 | $40,685 | $70,587-42.4% | $124,672-67.4% | $85,850-52.6% |
| Participation rate | 69.2% | 64.4%+4.8pp | 74.6%-5.4pp | 69.3%-0.1pp |
| Annual return | 14.72% | 20688.83%-20674.1pp | 5142.93%-5128.2pp | 318.53%-303.8pp |
| Employer contribution / active EE | $968 | $1,913-49.4% | $3,324-70.9% | $2,565-62.3% |
| Participant deferral / active EE | $1,976 | $2,969-33.4% | $4,614-57.2% | $3,952-50.0% |
| Admin fee / account holder | $23,435 | $5,282+343.7% | $7,493+212.8% | $6,260+274.4% |