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 | $64,033 | $65,561-2.3% | $86,188-25.7% | $75,163-14.8% |
| Participation rate | 52.5% | 60.5%-8.0pp | 69.0%-16.5pp | 67.2%-14.7pp |
| Annual return | 13.00% | 46.05%-33.1pp | 1168.45%-1155.4pp | 160.62%-147.6pp |
| Employer contribution / active EE | $884 | $1,553-43.0% | $2,380-62.8% | $2,670-66.9% |
| Participant deferral / active EE | $3,529 | $3,024+16.7% | $3,985-11.5% | $4,125-14.5% |
| Admin fee / account holder | $29,818 | $5,474+444.7% | $6,852+335.2% | $5,651+427.7% |