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 | $58,865 | $65,561-10.2% | $86,188-31.7% | $75,163-21.7% |
| Participation rate | 54.9% | 60.5%-5.6pp | 69.0%-14.1pp | 67.2%-12.3pp |
| Annual return | 21.81% | 46.05%-24.2pp | 1168.45%-1146.6pp | 160.62%-138.8pp |
| Employer contribution / active EE | $2,077 | $1,553+33.7% | $2,380-12.8% | $2,670-22.2% |
| Participant deferral / active EE | $2,457 | $3,024-18.8% | $3,985-38.4% | $4,125-40.4% |
| Admin fee / account holder | $382 | $5,474-93.0% | $6,852-94.4% | $5,651-93.2% |