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 | $59,868 | $72,492-17.4% | $87,100-31.3% | $72,985-18.0% |
| Participation rate | 31.0% | 72.8%-41.8pp | 76.9%-45.8pp | 69.5%-38.5pp |
| Annual return | 63.41% | 24.46%+38.9pp | 28.19%+35.2pp | 81.00%-17.6pp |
| Employer contribution / active EE | $904 | $1,894-52.3% | $2,521-64.1% | $2,440-62.9% |
| Participant deferral / active EE | $1,687 | $3,270-48.4% | $4,049-58.3% | $3,607-53.2% |
| Admin fee / account holder | $5,476 | $5,055+8.3% | $7,497-27.0% | $5,124+6.9% |