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 | $68,618 | $57,281+19.8% | $86,612-20.8% | $75,163-8.7% |
| Participation rate | 9.9% | 63.2%-53.3pp | 71.7%-61.8pp | 67.2%-57.3pp |
| Annual return | 16.46% | 2670.75%-2654.3pp | 591.07%-574.6pp | 160.62%-144.2pp |
| Employer contribution / active EE | $0 | $2,314-100.0% | $3,022-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,024 | $3,318-69.1% | $4,438-76.9% | $4,125-75.2% |
| Admin fee / account holder | $2,411 | $4,112-41.4% | $5,614-57.1% | $5,651-57.3% |