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 | $85,728 | $202,432-57.7% | $169,368-49.4% | $139,434-38.5% |
| Participation rate | 66.7% | 81.1%-14.4pp | 77.1%-10.5pp | 80.3%-13.7pp |
| Annual return | 15.04% | 531.74%-516.7pp | 405.60%-390.6pp | 372.94%-357.9pp |
| Employer contribution / active EE | $2,673 | $4,692-43.0% | $4,013-33.4% | $4,751-43.7% |
| Participant deferral / active EE | $4,319 | $6,938-37.7% | $6,221-30.6% | $6,710-35.6% |
| Admin fee / account holder | $3,513 | $10,708-67.2% | $9,003-61.0% | $11,403-69.2% |