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 | $62,531 | $102,382-38.9% | $147,005-57.5% | $80,874-22.7% |
| Participation rate | 66.3% | 75.8%-9.6pp | 82.2%-15.9pp | 67.6%-1.4pp |
| Annual return | 33.24% | 134.89%-101.7pp | 418.76%-385.5pp | 35.62%-2.4pp |
| Employer contribution / active EE | $2,035 | $3,715-45.2% | $4,934-58.8% | $2,756-26.2% |
| Participant deferral / active EE | $9,567 | $6,646+43.9% | $8,070+18.6% | $4,297+122.7% |
| Admin fee / account holder | $3,737 | $7,942-53.0% | $13,006-71.3% | $6,935-46.1% |