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 | $131,403 | $157,256-16.4% | $141,162-6.9% | $152,861-14.0% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.4%-32.4pp |
| Annual return | 22.91% | 64.32%-41.4pp | 71.39%-48.5pp | 345.32%-322.4pp |
| Employer contribution / active EE | $948 | $5,261-82.0% | $4,735-80.0% | $4,762-80.1% |
| Participant deferral / active EE | $5,455 | $7,109-23.3% | $6,709-18.7% | $5,850-6.8% |
| Admin fee / account holder | $9,403 | $12,120-22.4% | $10,261-8.4% | $11,596-18.9% |