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 | $48,212 | $102,966-53.2% | $90,281-46.6% | $152,861-68.5% |
| Participation rate | 64.7% | 75.9%-11.2pp | 73.3%-8.6pp | 82.4%-17.7pp |
| Annual return | 21.53% | 95.16%-73.6pp | 78.10%-56.6pp | 345.32%-323.8pp |
| Employer contribution / active EE | $1,395 | $3,139-55.6% | $2,854-51.1% | $4,762-70.7% |
| Participant deferral / active EE | $2,882 | $4,281-32.7% | $3,885-25.8% | $5,850-50.7% |
| Admin fee / account holder | $2,840 | $6,171-54.0% | $5,351-46.9% | $11,596-75.5% |