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 | $43,060 | $88,751-51.5% | $81,812-47.4% | $145,922-70.5% |
| Participation rate | 52.4% | 75.0%-22.7pp | 72.3%-20.0pp | 80.3%-27.9pp |
| Annual return | 15.94% | 1025.40%-1009.5pp | 773.79%-757.9pp | 561.29%-545.3pp |
| Employer contribution / active EE | $792 | $3,083-74.3% | $2,912-72.8% | $4,660-83.0% |
| Participant deferral / active EE | $2,398 | $4,643-48.4% | $4,319-44.5% | $6,688-64.1% |
| Admin fee / account holder | $1,627 | $8,415-80.7% | $7,386-78.0% | $13,397-87.9% |