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 | $154,455 | $57,541+168.4% | $95,745+61.3% | $75,163+105.5% |
| Participation rate | 15.4% | 62.5%-47.1pp | 72.3%-56.9pp | 67.2%-51.8pp |
| Annual return | 15.33% | 34.93%-19.6pp | 28.35%-13.0pp | 160.62%-145.3pp |
| Employer contribution / active EE | $774 | $1,808-57.2% | $2,835-72.7% | $2,670-71.0% |
| Participant deferral / active EE | $2,716 | $3,074-11.6% | $4,245-36.0% | $4,125-34.1% |
| Admin fee / account holder | $1,617 | $4,099-60.5% | $5,678-71.5% | $5,651-71.4% |