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 | $29,463 | $85,202-65.4% | $172,739-82.9% | $72,985-59.6% |
| Participation rate | 54.1% | 70.1%-16.0pp | 82.6%-28.6pp | 69.5%-15.4pp |
| Annual return | 16.52% | 27.32%-10.8pp | 802.84%-786.3pp | 81.00%-64.5pp |
| Employer contribution / active EE | $641 | $3,324-80.7% | $5,143-87.5% | $2,440-73.7% |
| Participant deferral / active EE | $1,464 | $3,260-55.1% | $5,198-71.8% | $3,607-59.4% |
| Admin fee / account holder | $6,281 | $5,884+6.8% | $13,954-55.0% | $5,124+22.6% |