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 | $61,785 | $79,171-22.0% | $102,423-39.7% | $74,495-17.1% |
| Participation rate | 66.3% | 74.8%-8.5pp | 76.5%-10.1pp | 67.2%-0.9pp |
| Annual return | 13.53% | 54.93%-41.4pp | 29.32%-15.8pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $1,539 | $2,362-34.9% | $3,023-49.1% | $2,623-41.3% |
| Participant deferral / active EE | $3,242 | $4,415-26.6% | $5,053-35.8% | $4,346-25.4% |
| Admin fee / account holder | $5,862 | $2,001+193.0% | $9,451-38.0% | $1,942+201.9% |