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 | $136,324 | $118,680+14.9% | $98,907+37.8% | $158,922-14.2% |
| Participation rate | 35.3% | 77.8%-42.5pp | 76.0%-40.7pp | 82.0%-46.7pp |
| Annual return | 12.23% | 372.35%-360.1pp | 196.43%-184.2pp | 302.83%-290.6pp |
| Employer contribution / active EE | $506 | $3,333-84.8% | $2,689-81.2% | $4,761-89.4% |
| Participant deferral / active EE | $3,695 | $5,088-27.4% | $4,244-12.9% | $5,982-38.2% |
| Admin fee / account holder | $2,974 | $10,131-70.6% | $6,642-55.2% | $11,246-73.6% |