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 | $63,543 | $49,227+29.1% | $70,449-9.8% | $79,858-20.4% |
| Participation rate | 44.4% | 69.2%-24.7pp | 75.1%-30.6pp | 69.6%-25.2pp |
| Annual return | 14.63% | 30.06%-15.4pp | 109.03%-94.4pp | 31.71%-17.1pp |
| Employer contribution / active EE | $797 | $2,099-62.0% | $2,737-70.9% | $2,471-67.8% |
| Participant deferral / active EE | $3,118 | $2,768+12.7% | $3,709-15.9% | $3,740-16.6% |
| Admin fee / account holder | $880 | $2,878-69.4% | $3,845-77.1% | $5,306-83.4% |