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 | $33,468 | $106,890-68.7% | $84,015-60.2% | $152,861-78.1% |
| Participation rate | 42.9% | 75.2%-32.4pp | 69.0%-26.2pp | 82.4%-39.6pp |
| Annual return | 15.21% | 104.99%-89.8pp | 71.31%-56.1pp | 345.32%-330.1pp |
| Employer contribution / active EE | $482 | $2,734-82.4% | $1,983-75.7% | $4,762-89.9% |
| Participant deferral / active EE | $1,873 | $4,011-53.3% | $3,239-42.2% | $5,850-68.0% |
| Admin fee / account holder | $2,992 | $8,285-63.9% | $6,101-51.0% | $11,596-74.2% |