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 | $173,820 | $86,929+100.0% | $102,423+69.7% | $80,856+115.0% |
| Participation rate | 64.3% | 72.4%-8.1pp | 76.5%-12.2pp | 67.6%-3.4pp |
| Annual return | 10.70% | 18.88%-8.2pp | 29.32%-18.6pp | 35.59%-24.9pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,172 | $4,118-47.3% | $5,053-57.0% | $4,296-49.4% |
| Admin fee / account holder | $20,647 | $8,049+156.5% | $9,451+118.5% | $6,918+198.5% |