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 | $151,729 | $86,929+74.5% | $102,423+48.1% | $80,856+87.7% |
| Participation rate | 68.8% | 72.4%-3.6pp | 76.5%-7.7pp | 67.6%+1.1pp |
| Annual return | 13.10% | 18.88%-5.8pp | 29.32%-16.2pp | 35.59%-22.5pp |
| Employer contribution / active EE | $3,577 | $2,369+50.9% | $3,023+18.3% | $2,755+29.8% |
| Participant deferral / active EE | $9,037 | $4,118+119.4% | $5,053+78.9% | $4,296+110.4% |
| Admin fee / account holder | $4,560 | $8,049-43.3% | $9,451-51.7% | $6,918-34.1% |