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 | $74,939 | $79,171-5.3% | $102,423-26.8% | $74,495+0.6% |
| Participation rate | 54.9% | 74.8%-19.9pp | 76.5%-21.6pp | 67.2%-12.3pp |
| Annual return | 13.63% | 54.93%-41.3pp | 29.32%-15.7pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $1,239 | $2,362-47.5% | $3,023-59.0% | $2,623-52.8% |
| Participant deferral / active EE | $2,744 | $4,415-37.9% | $5,053-45.7% | $4,346-36.9% |
| Admin fee / account holder | $689 | $2,001-65.6% | $9,451-92.7% | $1,942-64.5% |