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 | $97,699 | $79,171+23.4% | $102,423-4.6% | $74,495+31.1% |
| Participation rate | 60.7% | 74.8%-14.1pp | 76.5%-15.8pp | 67.2%-6.5pp |
| Annual return | 16.11% | 54.93%-38.8pp | 29.32%-13.2pp | 1364.94%-1348.8pp |
| Employer contribution / active EE | $1,795 | $2,362-24.0% | $3,023-40.6% | $2,623-31.6% |
| Participant deferral / active EE | $3,677 | $4,415-16.7% | $5,053-27.2% | $4,346-15.4% |
| Admin fee / account holder | $2,006 | $2,001+0.3% | $9,451-78.8% | $1,942+3.3% |