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 | $187,244 | $108,172+73.1% | $77,482+141.7% | $158,922+17.8% |
| Participation rate | 31.6% | 64.4%-32.8pp | 54.2%-22.6pp | 82.0%-50.4pp |
| Annual return | 15.85% | 31.67%-15.8pp | 54.79%-38.9pp | 302.83%-287.0pp |
| Employer contribution / active EE | $658 | $1,325-50.3% | $986-33.3% | $4,761-86.2% |
| Participant deferral / active EE | $4,049 | $2,456+64.9% | $1,861+117.6% | $5,982-32.3% |
| Admin fee / account holder | $1,950 | $3,708-47.4% | $2,858-31.8% | $11,246-82.7% |