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 | $54,890 | $70,669-22.3% | $169,368-67.6% | $75,163-27.0% |
| Participation rate | 67.9% | 64.8%+3.1pp | 77.1%-9.3pp | 67.2%+0.7pp |
| Annual return | 18.25% | 36.36%-18.1pp | 405.60%-387.3pp | 160.62%-142.4pp |
| Employer contribution / active EE | $2,312 | $2,211+4.6% | $4,013-42.4% | $2,670-13.4% |
| Participant deferral / active EE | $5,258 | $4,311+22.0% | $6,221-15.5% | $4,125+27.5% |
| Admin fee / account holder | $306 | $5,402-94.3% | $9,003-96.6% | $5,651-94.6% |