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 | $151,367 | $133,922+13.0% | $116,228+30.2% | $142,382+6.3% |
| Participation rate | 28.6% | 77.9%-49.3pp | 74.6%-46.0pp | 80.1%-51.5pp |
| Annual return | 16.26% | 147.76%-131.5pp | 90.06%-73.8pp | 217.08%-200.8pp |
| Employer contribution / active EE | $994 | $3,446-71.1% | $2,994-66.8% | $4,299-76.9% |
| Participant deferral / active EE | $1,596 | $5,672-71.9% | $4,953-67.8% | $6,507-75.5% |
| Admin fee / account holder | $16,893 | $14,945+13.0% | $11,989+40.9% | $12,624+33.8% |