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 | $141,064 | $86,286+63.5% | $111,297+26.7% | $85,850+64.3% |
| Participation rate | 30.0% | 73.3%-43.3pp | 77.3%-47.3pp | 69.3%-39.3pp |
| Annual return | 14.07% | 19.99%-5.9pp | 54.65%-40.6pp | 318.53%-304.5pp |
| Employer contribution / active EE | $881 | $2,043-56.9% | $2,731-67.8% | $2,565-65.7% |
| Participant deferral / active EE | $2,063 | $3,641-43.3% | $4,487-54.0% | $3,952-47.8% |
| Admin fee / account holder | $2,731 | $8,188-66.6% | $7,964-65.7% | $6,260-56.4% |