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 | $73,391 | $51,638+42.1% | $68,368+7.3% | $82,448-11.0% |
| Participation rate | 52.6% | 63.6%-11.0pp | 73.8%-21.1pp | 68.1%-15.4pp |
| Annual return | 14.07% | 37.53%-23.5pp | 292.57%-278.5pp | 41.64%-27.6pp |
| Employer contribution / active EE | $1,381 | $2,047-32.5% | $2,649-47.9% | $2,551-45.9% |
| Participant deferral / active EE | $3,602 | $2,914+23.6% | $4,123-12.6% | $4,139-13.0% |
| Admin fee / account holder | $10,624 | $4,643+128.8% | $5,150+106.3% | $7,234+46.9% |