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 | $59,433 | $65,409-9.1% | $98,442-39.6% | $85,850-30.8% |
| Participation rate | 54.8% | 65.0%-10.2pp | 73.3%-18.5pp | 69.3%-14.5pp |
| Annual return | 15.03% | 21.76%-6.7pp | 1492.73%-1477.7pp | 318.53%-303.5pp |
| Employer contribution / active EE | $538 | $2,168-75.2% | $2,960-81.8% | $2,565-79.0% |
| Participant deferral / active EE | $2,347 | $3,166-25.9% | $4,276-45.1% | $3,952-40.6% |
| Admin fee / account holder | $1,735 | $4,593-62.2% | $5,949-70.8% | $6,260-72.3% |