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 | $213,987 | $83,369+156.7% | $105,223+103.4% | $67,986+214.8% |
| Participation rate | 64.8% | 56.3%+8.5pp | 75.0%-10.2pp | 57.2%+7.6pp |
| Annual return | 17.49% | 24.64%-7.2pp | 180.65%-163.2pp | 31.67%-14.2pp |
| Employer contribution / active EE | $1,156 | $2,541-54.5% | $3,689-68.7% | $2,019-42.7% |
| Participant deferral / active EE | $8,709 | $3,295+164.3% | $5,072+71.7% | $3,358+159.4% |
| Admin fee / account holder | $19,313 | $4,073+374.2% | $8,859+118.0% | $3,203+502.9% |