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 | $37,073 | $103,376-64.1% | $87,100-57.4% | $152,861-75.7% |
| Participation rate | 68.8% | 79.3%-10.6pp | 76.9%-8.1pp | 82.4%-13.7pp |
| Annual return | 26.29% | 28.10%-1.8pp | 28.19%-1.9pp | 345.32%-319.0pp |
| Employer contribution / active EE | $839 | $3,220-74.0% | $2,521-66.7% | $4,762-82.4% |
| Participant deferral / active EE | $2,741 | $4,778-42.6% | $4,049-32.3% | $5,850-53.2% |
| Admin fee / account holder | $963 | $12,205-92.1% | $7,497-87.2% | $11,596-91.7% |