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 | $48,109 | $95,561-49.7% | $77,163-37.7% | $139,434-65.5% |
| Participation rate | 35.0% | 73.9%-38.9pp | 69.6%-34.6pp | 80.3%-45.3pp |
| Annual return | 16.18% | 54.92%-38.7pp | 37.87%-21.7pp | 372.94%-356.8pp |
| Employer contribution / active EE | $969 | $3,147-69.2% | $2,535-61.8% | $4,751-79.6% |
| Participant deferral / active EE | $1,773 | $4,624-61.6% | $3,833-53.7% | $6,710-73.6% |
| Admin fee / account holder | $785 | $8,295-90.5% | $5,472-85.7% | $11,403-93.1% |