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 | $95,192 | $202,318-52.9% | $172,739-44.9% | $152,861-37.7% |
| Participation rate | 64.3% | 87.1%-22.8pp | 82.6%-18.4pp | 82.4%-18.2pp |
| Annual return | 24.92% | 1029.65%-1004.7pp | 802.84%-777.9pp | 345.32%-320.4pp |
| Employer contribution / active EE | $2,396 | $5,856-59.1% | $5,143-53.4% | $4,762-49.7% |
| Participant deferral / active EE | $3,295 | $5,948-44.6% | $5,198-36.6% | $5,850-43.7% |
| Admin fee / account holder | $361 | $17,109-97.9% | $13,954-97.4% | $11,596-96.9% |