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 | $112,811 | $189,613-40.5% | $167,512-32.7% | $142,382-20.8% |
| Participation rate | 52.2% | 80.1%-28.0pp | 77.1%-24.9pp | 80.1%-27.9pp |
| Annual return | 12.74% | 2024.68%-2011.9pp | 1615.79%-1603.1pp | 217.08%-204.3pp |
| Employer contribution / active EE | $1,620 | $4,349-62.8% | $3,882-58.3% | $4,299-62.3% |
| Participant deferral / active EE | $2,820 | $6,981-59.6% | $6,405-56.0% | $6,507-56.7% |
| Admin fee / account holder | $40,426 | $10,528+284.0% | $9,769+313.8% | $12,624+220.2% |