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 | $72,808 | $176,056-58.6% | $159,436-54.3% | $167,490-56.5% |
| Participation rate | 68.8% | 84.9%-16.2pp | 82.8%-14.1pp | 82.1%-13.4pp |
| Annual return | 11.06% | 331.75%-320.7pp | 263.57%-252.5pp | 478.56%-467.5pp |
| Employer contribution / active EE | $1,972 | $5,297-62.8% | $4,829-59.2% | $4,837-59.2% |
| Participant deferral / active EE | $4,650 | $7,750-40.0% | $7,352-36.8% | $6,341-26.7% |
| Admin fee / account holder | $178,308 | $12,554+1320.3% | $10,799+1551.2% | $12,309+1348.6% |