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 | $60,723 | $117,859-48.5% | $102,438-40.7% | $145,959-58.4% |
| Participation rate | 63.2% | 78.6%-15.4pp | 76.5%-13.3pp | 80.3%-17.1pp |
| Annual return | 11.31% | 31.72%-20.4pp | 29.37%-18.1pp | 561.95%-550.6pp |
| Employer contribution / active EE | $2,027 | $3,615-43.9% | $3,024-32.9% | $4,661-56.5% |
| Participant deferral / active EE | $5,098 | $5,732-11.1% | $5,054+0.9% | $6,689-23.8% |
| Admin fee / account holder | $2,936 | $13,318-78.0% | $9,448-68.9% | $13,398-78.1% |