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 | $58,972 | $54,705+7.8% | $71,209-17.2% | $84,808-30.5% |
| Participation rate | 46.9% | 64.1%-17.2pp | 73.8%-26.9pp | 68.3%-21.4pp |
| Annual return | 16.95% | 35.90%-18.9pp | 282.51%-265.6pp | 40.90%-23.9pp |
| Employer contribution / active EE | $1,308 | $2,158-39.4% | $2,721-51.9% | $2,631-50.3% |
| Participant deferral / active EE | $2,258 | $3,030-25.5% | $4,175-45.9% | $4,212-46.4% |
| Admin fee / account holder | $430 | $4,863-91.2% | $5,349-92.0% | $7,344-94.1% |