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 | $163,313 | $112,881+44.7% | $90,951+79.6% | $158,922+2.8% |
| Participation rate | 66.7% | 74.7%-8.1pp | 69.0%-2.3pp | 82.0%-15.3pp |
| Annual return | 14.64% | 215.79%-201.2pp | 134.60%-120.0pp | 302.83%-288.2pp |
| Employer contribution / active EE | $902 | $2,893-68.8% | $2,122-57.5% | $4,761-81.1% |
| Participant deferral / active EE | $3,711 | $4,128-10.1% | $3,373+10.0% | $5,982-38.0% |
| Admin fee / account holder | $19,679 | $8,041+144.7% | $5,959+230.3% | $11,246+75.0% |