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 8-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 | $80,942 | $70,756+14.4% | $65,493+23.6% | $142,382-43.2% |
| Participation rate | 47.6% | 77.4%-29.8pp | 73.1%-25.5pp | 80.1%-32.5pp |
| Annual return | 15.92% | 1754.89%-1739.0pp | 982.45%-966.5pp | 217.08%-201.2pp |
| Employer contribution / active EE | $968 | $2,881-66.4% | $2,574-62.4% | $4,299-77.5% |
| Participant deferral / active EE | $4,065 | $4,637-12.4% | $3,961+2.6% | $6,507-37.5% |
| Admin fee / account holder | $2,337 | $6,559-64.4% | $5,028-53.5% | $12,624-81.5% |