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 | $112,822 | $54,573+106.7% | $90,951+24.0% | $73,488+53.5% |
| Participation rate | 52.4% | 61.2%-8.8pp | 69.0%-16.6pp | 70.7%-18.3pp |
| Annual return | 14.54% | 16.69%-2.1pp | 134.60%-120.1pp | 28.51%-14.0pp |
| Employer contribution / active EE | $579 | $991-41.6% | $2,122-72.7% | $2,270-74.5% |
| Participant deferral / active EE | $3,198 | $2,517+27.1% | $3,373-5.2% | $3,740-14.5% |
| Admin fee / account holder | $11,051 | $521+2019.4% | $5,959+85.5% | $513+2054.0% |