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 | $44,302 | $150,440-70.6% | $136,294-67.5% | $147,584-70.0% |
| Participation rate | 57.1% | 84.4%-27.3pp | 81.9%-24.8pp | 82.8%-25.7pp |
| Annual return | 202.51% | 1049.08%-846.6pp | 5155.94%-4953.4pp | 578.55%-376.0pp |
| Employer contribution / active EE | $2,020 | $5,256-61.6% | $4,695-57.0% | $4,876-58.6% |
| Participant deferral / active EE | $2,139 | $6,630-67.7% | $6,247-65.8% | $5,439-60.7% |
| Admin fee / account holder | $536 | $10,905-95.1% | $9,243-94.2% | $10,885-95.1% |