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 | $26,202 | $176,662-85.2% | $130,648-79.9% | $152,861-82.9% |
| Participation rate | 56.5% | 79.0%-22.4pp | 71.7%-15.2pp | 82.4%-25.9pp |
| Annual return | 15.77% | 2692.24%-2676.5pp | 1708.96%-1693.2pp | 345.32%-329.5pp |
| Employer contribution / active EE | $1,161 | $5,742-79.8% | $4,092-71.6% | $4,762-75.6% |
| Participant deferral / active EE | $2,752 | $4,361-36.9% | $3,603-23.6% | $5,850-53.0% |
| Admin fee / account holder | $7,068 | $7,133-0.9% | $5,464+29.3% | $11,596-39.1% |