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 | $45,176 | $69,207-34.7% | $64,056-29.5% | $139,434-67.6% |
| Participation rate | 40.9% | 75.6%-34.7pp | 72.3%-31.4pp | 80.3%-39.4pp |
| Annual return | 15.09% | 45.88%-30.8pp | 33.69%-18.6pp | 372.94%-357.9pp |
| Employer contribution / active EE | $553 | $3,182-82.6% | $2,747-79.9% | $4,751-88.4% |
| Participant deferral / active EE | $2,339 | $4,682-50.0% | $3,880-39.7% | $6,710-65.1% |
| Admin fee / account holder | $547 | $4,244-87.1% | $3,068-82.2% | $11,403-95.2% |