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 | $41,719 | $117,841-64.6% | $102,423-59.3% | $145,922-71.4% |
| Participation rate | 56.3% | 78.6%-22.3pp | 76.5%-20.2pp | 80.3%-24.0pp |
| Annual return | 14.41% | 31.65%-17.2pp | 29.32%-14.9pp | 561.29%-546.9pp |
| Employer contribution / active EE | $2,030 | $3,615-43.8% | $3,023-32.8% | $4,660-56.4% |
| Participant deferral / active EE | $3,108 | $5,731-45.8% | $5,053-38.5% | $6,688-53.5% |
| Admin fee / account holder | $1,660 | $13,326-87.5% | $9,451-82.4% | $13,397-87.6% |