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 | $83,942 | $52,279+60.6% | $89,391-6.1% | $79,858+5.1% |
| Participation rate | 34.8% | 57.5%-22.7pp | 68.0%-33.1pp | 69.6%-34.8pp |
| Annual return | 39.18% | 22.16%+17.0pp | 245.62%-206.4pp | 31.71%+7.5pp |
| Employer contribution / active EE | $996 | $1,572-36.6% | $2,586-61.5% | $2,471-59.7% |
| Participant deferral / active EE | $1,791 | $2,740-34.7% | $3,890-54.0% | $3,740-52.1% |
| Admin fee / account holder | $1,073 | $3,356-68.0% | $4,881-78.0% | $5,306-79.8% |