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 | $78,932 | $121,625-35.1% | $104,607-24.5% | $158,922-50.3% |
| Participation rate | 66.7% | 77.5%-10.9pp | 74.1%-7.4pp | 82.0%-15.3pp |
| Annual return | 9.14% | 465.26%-456.1pp | 340.46%-331.3pp | 302.83%-293.7pp |
| Employer contribution / active EE | $2,812 | $3,163-11.1% | $2,681+4.9% | $4,761-40.9% |
| Participant deferral / active EE | $5,508 | $4,177+31.8% | $3,740+47.3% | $5,982-7.9% |
| Admin fee / account holder | $16,005 | $7,787+105.5% | $6,473+147.2% | $11,246+42.3% |