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 | $62,641 | $124,319-49.6% | $111,297-43.7% | $167,490-62.6% |
| Participation rate | 58.3% | 79.6%-21.3pp | 77.3%-19.0pp | 82.1%-23.8pp |
| Annual return | 12.47% | 37.44%-25.0pp | 54.65%-42.2pp | 478.56%-466.1pp |
| Employer contribution / active EE | $941 | $3,435-72.6% | $2,731-65.6% | $4,837-80.6% |
| Participant deferral / active EE | $2,638 | $5,180-49.1% | $4,487-41.2% | $6,341-58.4% |
| Admin fee / account holder | $7,189 | $10,618-32.3% | $7,964-9.7% | $12,309-41.6% |