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 | $154,609 | $78,705+96.4% | $117,854+31.2% | $70,131+120.5% |
| Participation rate | 59.0% | 73.2%-14.2pp | 79.7%-20.7pp | 69.5%-10.6pp |
| Annual return | 19.76% | 23.30%-3.5pp | 335.08%-315.3pp | 73.14%-53.4pp |
| Employer contribution / active EE | $2,038 | $2,223-8.3% | $3,786-46.2% | $2,342-13.0% |
| Participant deferral / active EE | $5,173 | $3,297+56.9% | $4,482+15.4% | $3,332+55.3% |
| Admin fee / account holder | $2,055 | $5,065-59.4% | $8,020-74.4% | $4,645-55.8% |