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 | $123,187 | $32,037+284.5% | $69,182+78.1% | $62,891+95.9% |
| Participation rate | 16.1% | 43.4%-27.3pp | 55.1%-39.0pp | 69.3%-53.2pp |
| Annual return | 11.09% | 15.16%-4.1pp | -21.93%+33.0pp | 20.14%-9.1pp |
| Employer contribution / active EE | $253 | $679-62.7% | $1,206-79.0% | $2,281-88.9% |
| Participant deferral / active EE | $1,576 | $1,185+32.9% | $1,897-16.9% | $3,203-50.8% |
| Admin fee / account holder | $3,569 | $2,608+36.8% | $2,697+32.3% | $4,296-16.9% |