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 | $70,819 | $70,428+0.6% | $96,562-26.7% | $85,850-17.5% |
| Participation rate | 43.1% | 61.8%-18.7pp | 69.8%-26.7pp | 69.3%-26.2pp |
| Annual return | 11.12% | 18.59%-7.5pp | 37.78%-26.7pp | 318.53%-307.4pp |
| Employer contribution / active EE | $310 | $1,413-78.0% | $2,356-86.8% | $2,565-87.9% |
| Participant deferral / active EE | $2,410 | $2,894-16.7% | $3,849-37.4% | $3,952-39.0% |
| Admin fee / account holder | $2,396 | $4,997-52.1% | $6,181-61.2% | $6,260-61.7% |