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 | $44,117 | $189,613-76.7% | $167,512-73.7% | $142,382-69.0% |
| Participation rate | 62.5% | 80.1%-17.6pp | 77.1%-14.6pp | 80.1%-17.6pp |
| Annual return | 15.53% | 2024.68%-2009.2pp | 1615.79%-1600.3pp | 217.08%-201.5pp |
| Employer contribution / active EE | $1,700 | $4,349-60.9% | $3,882-56.2% | $4,299-60.5% |
| Participant deferral / active EE | $2,933 | $6,981-58.0% | $6,405-54.2% | $6,507-54.9% |
| Admin fee / account holder | $5,628 | $10,528-46.5% | $9,769-42.4% | $12,624-55.4% |