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 | $56,218 | $115,770-51.4% | $101,248-44.5% | $158,922-64.6% |
| Participation rate | 20.0% | 79.4%-59.4pp | 75.8%-55.8pp | 82.0%-62.0pp |
| Annual return | 19.64% | 56.14%-36.5pp | 46.47%-26.8pp | 302.83%-283.2pp |
| Employer contribution / active EE | $796 | $4,175-80.9% | $3,660-78.3% | $4,761-83.3% |
| Participant deferral / active EE | $1,826 | $4,957-63.2% | $4,370-58.2% | $5,982-69.5% |
| Admin fee / account holder | $2,900 | $7,245-60.0% | $5,945-51.2% | $11,246-74.2% |