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 5-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 | $21,771 | $88,751-75.5% | $81,812-73.4% | $145,922-85.1% |
| Participation rate | 63.2% | 75.0%-11.9pp | 72.3%-9.2pp | 80.3%-17.1pp |
| Annual return | 25.16% | 1025.40%-1000.2pp | 773.79%-748.6pp | 561.29%-536.1pp |
| Employer contribution / active EE | $4,662 | $3,083+51.2% | $2,912+60.1% | $4,6600% |
| Participant deferral / active EE | $5,423 | $4,643+16.8% | $4,319+25.6% | $6,688-18.9% |
| Admin fee / account holder | $6,175 | $8,415-26.6% | $7,386-16.4% | $13,397-53.9% |