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 | $151,352 | $201,259-24.8% | $184,200-17.8% | $145,959+3.7% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 14.44% | 28.98%-14.5pp | 28.80%-14.4pp | 561.95%-547.5pp |
| Employer contribution / active EE | $2,577 | $7,018-63.3% | $6,424-59.9% | $4,661-44.7% |
| Participant deferral / active EE | $5,760 | $9,806-41.3% | $9,132-36.9% | $6,689-13.9% |
| Admin fee / account holder | $2,455 | $16,372-85.0% | $13,907-82.4% | $13,398-81.7% |