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 | $71,988 | $91,190-21.1% | $178,490-59.7% | $79,858-9.9% |
| Participation rate | 30.3% | 69.2%-38.9pp | 81.9%-51.6pp | 69.6%-39.3pp |
| Annual return | 17.39% | 24.19%-6.8pp | 151.07%-133.7pp | 31.71%-14.3pp |
| Employer contribution / active EE | $1,182 | $3,256-63.7% | $5,011-76.4% | $2,471-52.2% |
| Participant deferral / active EE | $2,794 | $3,236-13.7% | $5,202-46.3% | $3,740-25.3% |
| Admin fee / account holder | $518 | $6,751-92.3% | $13,984-96.3% | $5,306-90.2% |