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 | $35,224 | $150,440-76.6% | $136,294-74.2% | $147,584-76.1% |
| Participation rate | 25.0% | 84.4%-59.4pp | 81.9%-56.9pp | 82.8%-57.8pp |
| Annual return | 18.31% | 1049.08%-1030.8pp | 5155.94%-5137.6pp | 578.55%-560.2pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,695-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,678 | $6,630-59.6% | $6,247-57.1% | $5,439-50.8% |
| Admin fee / account holder | $2,309 | $10,905-78.8% | $9,243-75.0% | $10,885-78.8% |