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 | $59,610 | $65,395-8.8% | $182,532-67.3% | $72,985-18.3% |
| Participation rate | 40.7% | 65.4%-24.7pp | 78.0%-37.2pp | 69.5%-28.7pp |
| Annual return | 24.30% | 27.68%-3.4pp | 148.54%-124.2pp | 81.00%-56.7pp |
| Employer contribution / active EE | $1,029 | $1,911-46.2% | $4,076-74.8% | $2,440-57.8% |
| Participant deferral / active EE | $1,359 | $3,563-61.9% | $5,524-75.4% | $3,607-62.3% |
| Admin fee / account holder | $982 | $4,245-76.9% | $8,592-88.6% | $5,124-80.8% |