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 | $42,010 | $157,256-73.3% | $141,162-70.2% | $152,861-72.5% |
| Participation rate | 68.8% | 84.8%-16.1pp | 82.5%-13.7pp | 82.4%-13.7pp |
| Annual return | 23.01% | 64.32%-41.3pp | 71.39%-48.4pp | 345.32%-322.3pp |
| Employer contribution / active EE | $2,957 | $5,261-43.8% | $4,735-37.6% | $4,762-37.9% |
| Participant deferral / active EE | $5,410 | $7,109-23.9% | $6,709-19.4% | $5,850-7.5% |
| Admin fee / account holder | $6,558 | $12,120-45.9% | $10,261-36.1% | $11,596-43.4% |