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 | $165,309 | $96,305+71.7% | $80,569+105.2% | $139,434+18.6% |
| Participation rate | 50.0% | 73.6%-23.6pp | 67.0%-17.0pp | 80.3%-30.3pp |
| Annual return | 19.28% | 1350.08%-1330.8pp | 935.43%-916.1pp | 372.94%-353.7pp |
| Employer contribution / active EE | $1,550 | $3,262-52.5% | $2,723-43.1% | $4,751-67.4% |
| Participant deferral / active EE | $11,250 | $5,232+115.0% | $4,447+153.0% | $6,710+67.7% |
| Admin fee / account holder | $1,040 | $6,599-84.2% | $5,377-80.7% | $11,403-90.9% |