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 | $69,019 | $79,171-12.8% | $102,423-32.6% | $74,495-7.4% |
| Participation rate | 47.1% | 74.8%-27.7pp | 76.5%-29.4pp | 67.2%-20.1pp |
| Annual return | 11.45% | 54.93%-43.5pp | 29.32%-17.9pp | 1364.94%-1353.5pp |
| Employer contribution / active EE | $1,378 | $2,362-41.7% | $3,023-54.4% | $2,623-47.5% |
| Participant deferral / active EE | $3,528 | $4,415-20.1% | $5,053-30.2% | $4,346-18.8% |
| Admin fee / account holder | $5,064 | $2,001+153.1% | $9,451-46.4% | $1,942+160.8% |