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 | $198,297 | $89,753+120.9% | $107,525+84.4% | $84,808+133.8% |
| Participation rate | 57.5% | 68.1%-10.6pp | 75.1%-17.6pp | 68.3%-10.8pp |
| Annual return | 15.47% | 29.48%-14.0pp | 181.32%-165.8pp | 40.90%-25.4pp |
| Employer contribution / active EE | $1,509 | $3,113-51.5% | $3,754-59.8% | $2,631-42.7% |
| Participant deferral / active EE | $5,225 | $4,056+28.8% | $5,116+2.1% | $4,212+24.1% |
| Admin fee / account holder | $8,560 | $7,222+18.5% | $8,919-4.0% | $7,344+16.6% |