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 | $65,057 | $99,020-34.3% | $86,590-24.9% | $147,584-55.9% |
| Participation rate | 50.0% | 76.3%-26.3pp | 73.5%-23.5pp | 82.8%-32.8pp |
| Annual return | 20.29% | 1312.34%-1292.0pp | 964.84%-944.5pp | 578.55%-558.3pp |
| Employer contribution / active EE | $3,170 | $3,132+1.2% | $2,839+11.7% | $4,876-35.0% |
| Participant deferral / active EE | $9,198 | $3,972+131.5% | $3,609+154.9% | $5,439+69.1% |
| Admin fee / account holder | $6,686 | $5,710+17.1% | $4,906+36.3% | $10,885-38.6% |