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 | $88,017 | $74,927+17.5% | $101,794-13.5% | $84,808+3.8% |
| Participation rate | 36.0% | 61.4%-25.4pp | 69.2%-33.1pp | 68.3%-32.3pp |
| Annual return | 14.78% | 18.70%-3.9pp | 30.53%-15.7pp | 40.90%-26.1pp |
| Employer contribution / active EE | $831 | $1,522-45.4% | $2,289-63.7% | $2,631-68.4% |
| Participant deferral / active EE | $1,727 | $3,099-44.3% | $4,084-57.7% | $4,212-59.0% |
| Admin fee / account holder | $3,033 | $6,514-53.4% | $8,777-65.4% | $7,344-58.7% |