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 | $92,953 | $88,751+4.7% | $81,812+13.6% | $145,922-36.3% |
| Participation rate | 33.3% | 75.0%-41.7pp | 72.3%-39.0pp | 80.3%-46.9pp |
| Annual return | 15.01% | 1025.40%-1010.4pp | 773.79%-758.8pp | 561.29%-546.3pp |
| Employer contribution / active EE | $1,733 | $3,083-43.8% | $2,912-40.5% | $4,660-62.8% |
| Participant deferral / active EE | $4,382 | $4,643-5.6% | $4,319+1.5% | $6,688-34.5% |
| Admin fee / account holder | $1,684 | $8,415-80.0% | $7,386-77.2% | $13,397-87.4% |