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 | $32,540 | $53,516-39.2% | $126,539-74.3% | $84,808-61.6% |
| Participation rate | 47.1% | 58.2%-11.2pp | 69.8%-22.8pp | 68.3%-21.3pp |
| Annual return | 14.30% | 58.34%-44.0pp | 425.95%-411.6pp | 40.90%-26.6pp |
| Employer contribution / active EE | $1,870 | $1,535+21.9% | $3,674-49.1% | $2,631-28.9% |
| Participant deferral / active EE | $2,807 | $2,671+5.1% | $4,083-31.2% | $4,212-33.4% |
| Admin fee / account holder | $12,775 | $4,497+184.1% | $6,065+110.6% | $7,344+74.0% |