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 | $39,747 | $46,553-14.6% | $64,056-37.9% | $75,163-47.1% |
| Participation rate | 64.3% | 65.9%-1.7pp | 72.3%-8.0pp | 67.2%-2.9pp |
| Annual return | 19.17% | 26.03%-6.9pp | 33.69%-14.5pp | 160.62%-141.4pp |
| Employer contribution / active EE | $891 | $1,974-54.8% | $2,747-67.5% | $2,670-66.6% |
| Participant deferral / active EE | $2,420 | $2,837-14.7% | $3,880-37.6% | $4,125-41.3% |
| Admin fee / account holder | $2,527 | $2,952-14.4% | $3,068-17.6% | $5,651-55.3% |