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 | $122,232 | $60,323+102.6% | $81,812+49.4% | $74,495+64.1% |
| Participation rate | 19.9% | 62.9%-43.0pp | 72.3%-52.4pp | 67.2%-47.3pp |
| Annual return | 13.30% | 16.90%-3.6pp | 773.79%-760.5pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $551 | $2,620-79.0% | $2,912-81.1% | $2,623-79.0% |
| Participant deferral / active EE | $1,329 | $3,387-60.8% | $4,319-69.2% | $4,346-69.4% |
| Admin fee / account holder | $9,356 | $1,486+529.7% | $7,386+26.7% | $1,942+381.8% |