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 | $36,815 | $49,173-25.1% | $121,098-69.6% | $75,163-51.0% |
| Participation rate | 55.3% | 55.4%-0.1pp | 69.5%-14.2pp | 67.2%-11.9pp |
| Annual return | 26.69% | 55.99%-29.3pp | 985.75%-959.1pp | 160.62%-133.9pp |
| Employer contribution / active EE | $950 | $1,546-38.6% | $4,164-77.2% | $2,670-64.4% |
| Participant deferral / active EE | $2,865 | $2,628+9.0% | $4,080-29.8% | $4,125-30.5% |
| Admin fee / account holder | $1,355 | $3,942-65.6% | $5,644-76.0% | $5,651-76.0% |