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 | $19,781 | $65,561-69.8% | $86,188-77.0% | $75,163-73.7% |
| Participation rate | 48.9% | 60.5%-11.6pp | 69.0%-20.1pp | 67.2%-18.3pp |
| Annual return | 16.01% | 46.05%-30.0pp | 1168.45%-1152.4pp | 160.62%-144.6pp |
| Employer contribution / active EE | $768 | $1,553-50.5% | $2,380-67.7% | $2,670-71.2% |
| Participant deferral / active EE | $2,025 | $3,024-33.0% | $3,985-49.2% | $4,125-50.9% |
| Admin fee / account holder | $4,235 | $5,474-22.6% | $6,852-38.2% | $5,651-25.1% |