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 | $84,336 | $150,440-43.9% | $136,294-38.1% | $147,584-42.9% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 22.78% | 1049.08%-1026.3pp | 5155.94%-5133.2pp | 578.55%-555.8pp |
| Employer contribution / active EE | $4,049 | $5,256-23.0% | $4,695-13.8% | $4,876-17.0% |
| Participant deferral / active EE | $6,189 | $6,630-6.7% | $6,247-0.9% | $5,439+13.8% |
| Admin fee / account holder | $716 | $10,905-93.4% | $9,243-92.3% | $10,885-93.4% |