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 | $167,620 | $74,927+123.7% | $101,794+64.7% | $84,808+97.6% |
| Participation rate | 58.1% | 61.4%-3.3pp | 69.2%-11.1pp | 68.3%-10.2pp |
| Annual return | 17.89% | 18.70%-0.8pp | 30.53%-12.6pp | 40.90%-23.0pp |
| Employer contribution / active EE | $657 | $1,522-56.8% | $2,289-71.3% | $2,631-75.0% |
| Participant deferral / active EE | $3,825 | $3,099+23.4% | $4,084-6.3% | $4,212-9.2% |
| Admin fee / account holder | $1,852 | $6,514-71.6% | $8,777-78.9% | $7,344-74.8% |