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 | $35,938 | $102,382-64.9% | $147,005-75.6% | $80,874-55.6% |
| Participation rate | 55.8% | 75.8%-20.0pp | 82.2%-26.3pp | 67.6%-11.8pp |
| Annual return | 23.00% | 134.89%-111.9pp | 418.76%-395.8pp | 35.62%-12.6pp |
| Employer contribution / active EE | $1,967 | $3,715-47.1% | $4,934-60.1% | $2,756-28.6% |
| Participant deferral / active EE | $3,234 | $6,646-51.3% | $8,070-59.9% | $4,297-24.7% |
| Admin fee / account holder | $3,039 | $7,942-61.7% | $13,006-76.6% | $6,935-56.2% |