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 | $229,569 | $95,803+139.6% | $113,168+102.9% | $84,808+170.7% |
| Participation rate | 58.3% | 72.9%-14.5pp | 76.6%-18.2pp | 68.3%-10.0pp |
| Annual return | 12.56% | 25.00%-12.4pp | 24.27%-11.7pp | 40.90%-28.3pp |
| Employer contribution / active EE | $778 | $2,360-67.0% | $2,975-73.8% | $2,631-70.4% |
| Participant deferral / active EE | $4,876 | $4,242+15.0% | $5,107-4.5% | $4,212+15.8% |
| Admin fee / account holder | $14,080 | $8,989+56.6% | $12,068+16.7% | $7,344+91.7% |