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 | $43,995 | $150,440-70.8% | $136,294-67.7% | $147,584-70.2% |
| Participation rate | 40.0% | 84.4%-44.4pp | 81.9%-41.9pp | 82.8%-42.8pp |
| Annual return | 43.56% | 1049.08%-1005.5pp | 5155.94%-5112.4pp | 578.55%-535.0pp |
| Employer contribution / active EE | $2,521 | $5,256-52.0% | $4,695-46.3% | $4,876-48.3% |
| Participant deferral / active EE | $6,581 | $6,630-0.7% | $6,247+5.3% | $5,439+21.0% |
| Admin fee / account holder | $16,895 | $10,905+54.9% | $9,243+82.8% | $10,885+55.2% |