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 | $68,249 | $85,766-20.4% | $136,294-49.9% | $70,131-2.7% |
| Participation rate | 69.4% | 74.2%-4.8pp | 81.9%-12.5pp | 69.5%-0.2pp |
| Annual return | 21.19% | 31.45%-10.3pp | 5155.94%-5134.7pp | 73.14%-51.9pp |
| Employer contribution / active EE | $1,368 | $2,966-53.9% | $4,695-70.9% | $2,342-41.6% |
| Participant deferral / active EE | $2,665 | $5,051-47.2% | $6,247-57.3% | $3,332-20.0% |
| Admin fee / account holder | $2,371 | $5,420-56.3% | $9,243-74.4% | $4,645-49.0% |