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 | $45,532 | $100,004-54.5% | $81,438-44.1% | $145,959-68.8% |
| Participation rate | 53.8% | 74.2%-20.3pp | 69.5%-15.7pp | 80.3%-26.4pp |
| Annual return | 8.65% | 34.34%-25.7pp | 24.74%-16.1pp | 561.95%-553.3pp |
| Employer contribution / active EE | $806 | $2,970-72.9% | $2,460-67.2% | $4,661-82.7% |
| Participant deferral / active EE | $2,015 | $4,603-56.2% | $3,883-48.1% | $6,689-69.9% |
| Admin fee / account holder | $963 | $8,202-88.3% | $5,764-83.3% | $13,398-92.8% |