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 | $27,037 | $84,695-68.1% | $73,843-63.4% | $125,391-78.4% |
| Participation rate | 57.1% | 76.8%-19.6pp | 73.4%-16.3pp | 83.2%-26.0pp |
| Annual return | 8.51% | 3123.53%-3115.0pp | 2267.84%-2259.3pp | 282.22%-273.7pp |
| Employer contribution / active EE | $1,121 | $3,123-64.1% | $2,787-59.8% | $4,866-77.0% |
| Participant deferral / active EE | $5,149 | $3,992+29.0% | $3,583+43.7% | $5,352-3.8% |
| Admin fee / account holder | $18,086 | $5,691+217.8% | $4,880+270.6% | $9,540+89.6% |