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 | $126,574 | $157,256-19.5% | $141,162-10.3% | $152,861-17.2% |
| Participation rate | 53.3% | 84.8%-31.5pp | 82.5%-29.1pp | 82.4%-29.1pp |
| Annual return | 29.28% | 64.32%-35.0pp | 71.39%-42.1pp | 345.32%-316.0pp |
| Employer contribution / active EE | $2,479 | $5,261-52.9% | $4,735-47.6% | $4,762-47.9% |
| Participant deferral / active EE | $8,037 | $7,109+13.0% | $6,709+19.8% | $5,850+37.4% |
| Admin fee / account holder | $535 | $12,120-95.6% | $10,261-94.8% | $11,596-95.4% |