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 | $61,476 | $108,919-43.6% | $100,391-38.8% | $145,922-57.9% |
| Participation rate | 66.7% | 82.9%-16.3pp | 81.5%-14.8pp | 80.3%-13.6pp |
| Annual return | 10.17% | 57.88%-47.7pp | 49.20%-39.0pp | 561.29%-551.1pp |
| Employer contribution / active EE | $2,194 | $4,419-50.4% | $3,942-44.3% | $4,660-52.9% |
| Participant deferral / active EE | $4,305 | $8,445-49.0% | $8,082-46.7% | $6,688-35.6% |
| Admin fee / account holder | $24,838 | $9,689+156.4% | $7,899+214.4% | $13,397+85.4% |