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 | $63,662 | $100,754-36.8% | $86,677-26.6% | $134,475-52.7% |
| Participation rate | 27.8% | 78.9%-51.2pp | 76.6%-48.8pp | 81.2%-53.4pp |
| Annual return | -18.39% | 29.04%-47.4pp | 35.91%-54.3pp | 417.96%-436.4pp |
| Employer contribution / active EE | $955 | $3,489-72.6% | $2,836-66.3% | $4,740-79.8% |
| Participant deferral / active EE | $2,829 | $5,338-47.0% | $4,656-39.2% | $6,400-55.8% |
| Admin fee / account holder | $405 | $10,926-96.3% | $7,493-94.6% | $11,426-96.5% |