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 | $53,659 | $63,346-15.3% | $92,233-41.8% | $70,131-23.5% |
| Participation rate | 27.3% | 68.7%-41.4pp | 76.5%-49.2pp | 69.5%-42.3pp |
| Annual return | 15.84% | 530.12%-514.3pp | 176.28%-160.4pp | 73.14%-57.3pp |
| Employer contribution / active EE | $1,445 | $2,471-41.5% | $3,679-60.7% | $2,342-38.3% |
| Participant deferral / active EE | $2,238 | $2,854-21.6% | $3,897-42.6% | $3,332-32.8% |
| Admin fee / account holder | $3,338 | $3,840-13.1% | $5,194-35.7% | $4,645-28.1% |