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 | $25,785 | $57,281-55.0% | $86,612-70.2% | $75,163-65.7% |
| Participation rate | 54.2% | 63.2%-9.0pp | 71.7%-17.5pp | 67.2%-13.0pp |
| Annual return | 14.38% | 2670.75%-2656.4pp | 591.07%-576.7pp | 160.62%-146.2pp |
| Employer contribution / active EE | $890 | $2,314-61.5% | $3,022-70.5% | $2,670-66.7% |
| Participant deferral / active EE | $3,036 | $3,318-8.5% | $4,438-31.6% | $4,125-26.4% |
| Admin fee / account holder | $851 | $4,112-79.3% | $5,614-84.9% | $5,651-84.9% |