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 | $150,793 | $87,733+71.9% | $106,548+41.5% | $85,850+75.6% |
| Participation rate | 48.9% | 71.9%-23.0pp | 76.1%-27.2pp | 69.3%-20.4pp |
| Annual return | 11.22% | 21.86%-10.6pp | 26.80%-15.6pp | 318.53%-307.3pp |
| Employer contribution / active EE | $1,084 | $2,073-47.7% | $2,819-61.5% | $2,565-57.7% |
| Participant deferral / active EE | $3,737 | $3,469+7.7% | $4,398-15.0% | $3,952-5.4% |
| Admin fee / account holder | $1,904 | $6,767-71.9% | $7,407-74.3% | $6,260-69.6% |