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 | $87,165 | $96,635-9.8% | $86,612+0.6% | $139,434-37.5% |
| Participation rate | 30.0% | 74.4%-44.4pp | 71.7%-41.7pp | 80.3%-50.3pp |
| Annual return | 28.42% | 106.41%-78.0pp | 591.07%-562.6pp | 372.94%-344.5pp |
| Employer contribution / active EE | $889 | $3,263-72.8% | $3,022-70.6% | $4,751-81.3% |
| Participant deferral / active EE | $3,158 | $4,836-34.7% | $4,438-28.8% | $6,710-52.9% |
| Admin fee / account holder | $923 | $6,408-85.6% | $5,614-83.6% | $11,403-91.9% |