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 | $248,898 | $77,634+220.6% | $156,549+59.0% | $62,891+295.8% |
| Participation rate | 8.0% | 71.2%-63.2pp | 84.0%-76.0pp | 69.3%-61.3pp |
| Annual return | 6.54% | 50.32%-43.8pp | 32.23%-25.7pp | 20.14%-13.6pp |
| Employer contribution / active EE | $1,523 | $3,444-55.8% | $5,501-72.3% | $2,281-33.2% |
| Participant deferral / active EE | $1,412 | $3,045-53.6% | $4,871-71.0% | $3,203-55.9% |
| Admin fee / account holder | $32,842 | $5,561+490.6% | $13,027+152.1% | $4,296+664.6% |