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 | $48,202 | $189,613-74.6% | $167,512-71.2% | $142,382-66.1% |
| Participation rate | 68.8% | 80.1%-11.4pp | 77.1%-8.3pp | 80.1%-11.4pp |
| Annual return | 16.03% | 2024.68%-2008.7pp | 1615.79%-1599.8pp | 217.08%-201.0pp |
| Employer contribution / active EE | $2,123 | $4,349-51.2% | $3,882-45.3% | $4,299-50.6% |
| Participant deferral / active EE | $4,553 | $6,981-34.8% | $6,405-28.9% | $6,507-30.0% |
| Admin fee / account holder | $773 | $10,528-92.7% | $9,769-92.1% | $12,624-93.9% |