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 | $47,024 | $157,256-70.1% | $141,162-66.7% | $152,861-69.2% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.4%-22.4pp |
| Annual return | 17.81% | 64.32%-46.5pp | 71.39%-53.6pp | 345.32%-327.5pp |
| Employer contribution / active EE | $1,004 | $5,261-80.9% | $4,735-78.8% | $4,762-78.9% |
| Participant deferral / active EE | $3,977 | $7,109-44.1% | $6,709-40.7% | $5,850-32.0% |
| Admin fee / account holder | $17,985 | $12,120+48.4% | $10,261+75.3% | $11,596+55.1% |