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 | $65,817 | $51,638+27.5% | $68,368-3.7% | $82,448-20.2% |
| Participation rate | 40.4% | 63.6%-23.2pp | 73.8%-33.3pp | 68.1%-27.6pp |
| Annual return | 15.71% | 37.53%-21.8pp | 292.57%-276.9pp | 41.64%-25.9pp |
| Employer contribution / active EE | $348 | $2,047-83.0% | $2,649-86.9% | $2,551-86.4% |
| Participant deferral / active EE | $1,601 | $2,914-45.0% | $4,123-61.2% | $4,139-61.3% |
| Admin fee / account holder | $338 | $4,643-92.7% | $5,150-93.4% | $7,234-95.3% |