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 3-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 | $5,375 | $88,751-93.9% | $81,812-93.4% | $145,922-96.3% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.3%-5.7pp | 80.3%-13.6pp |
| Annual return | 45.65% | 1025.40%-979.7pp | 773.79%-728.1pp | 561.29%-515.6pp |
| Employer contribution / active EE | $2,256 | $3,083-26.8% | $2,912-22.5% | $4,660-51.6% |
| Participant deferral / active EE | $2,679 | $4,643-42.3% | $4,319-38.0% | $6,688-59.9% |
| Admin fee / account holder | $882 | $8,415-89.5% | $7,386-88.1% | $13,397-93.4% |