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 | $31,369 | $104,251-69.9% | $91,001-65.5% | $147,584-78.7% |
| Participation rate | 46.7% | 78.2%-31.6pp | 75.6%-28.9pp | 82.8%-36.2pp |
| Annual return | 19.18% | 27.06%-7.9pp | 4.60%+14.6pp | 578.55%-559.4pp |
| Employer contribution / active EE | $1,413 | $3,116-54.7% | $2,456-42.5% | $4,876-71.0% |
| Participant deferral / active EE | $3,534 | $4,195-15.8% | $3,547-0.4% | $5,439-35.0% |
| Admin fee / account holder | $478 | $8,948-94.7% | $5,417-91.2% | $10,885-95.6% |