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 8-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 | $52,912 | $202,318-73.8% | $172,739-69.4% | $152,861-65.4% |
| Participation rate | 35.0% | 87.1%-52.1pp | 82.6%-47.6pp | 82.4%-47.4pp |
| Annual return | 26.19% | 1029.65%-1003.5pp | 802.84%-776.7pp | 345.32%-319.1pp |
| Employer contribution / active EE | $0 | $5,856-100.0% | $5,143-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,741 | $5,948-3.5% | $5,198+10.4% | $5,850-1.9% |
| Admin fee / account holder | $841 | $17,109-95.1% | $13,954-94.0% | $11,596-92.7% |